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KS

Kyle S. Shuff

OPENCASH
HAVERFORD, PA 19041
CRD#: 6790473
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KS
Kyle Steven ShuffOPENCASH

Professional summary

Kyle Steven Shuff, who also goes by Kyle Shuff, is a registered financial professional currently at OPENCASH located in Haverford, Pennsylvania.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kyle Shuff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kyle Steven Shuff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 1, 2026 - Present

OPENCASH

Office #1: 521 W. Lancaster Ave Fl 2, Haverford, PA 19041
BD
CRD#: 317007
HAVERFORD, PA
Past

May 12, 2026 - May 29, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
LEOLA, PA
Past

February 9, 2026 - May 29, 2026

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
LEOLA, PA
Past

November 10, 2017 - February 18, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/9/2026)
RR
Alaska
(6/9/2026)
RR
Arkansas
(6/9/2026)
RR
California
(6/9/2026)
RR
Colorado
(6/9/2026)
RR
Connecticut
(6/9/2026)
RR
Delaware
(6/9/2026)
RR
District of Columbia
(6/9/2026)
RR
Florida
(6/9/2026)
RR
Georgia
(6/9/2026)
RR
Hawaii
(6/9/2026)
RR
Idaho
(6/9/2026)
RR
Indiana
(6/9/2026)
RR
Iowa
(6/9/2026)
RR
Kansas
(6/9/2026)
RR
Kentucky
(6/9/2026)
RR
Louisiana
(6/9/2026)
RR
Maine
(6/9/2026)
RR
Maryland
(6/9/2026)
RR
Michigan
(6/9/2026)
RR
Minnesota
(6/9/2026)
RR
Mississippi
(6/9/2026)
RR
Missouri
(6/9/2026)
RR
Montana
(6/9/2026)
RR
Nebraska
(6/9/2026)
RR
Nevada
(6/9/2026)
RR
New Hampshire
(6/9/2026)
RR
New Jersey
(6/9/2026)
RR
New Mexico
(6/9/2026)
RR
New York
(6/9/2026)
RR
North Carolina
(6/9/2026)
RR
North Dakota
(6/9/2026)
RR
Ohio
(6/9/2026)
RR
Oklahoma
(6/9/2026)
RR
Oregon
(6/9/2026)
RR
Pennsylvania
(6/1/2026)
RR
Puerto Rico
(6/9/2026)
RR
Rhode Island
(6/9/2026)
RR
South Carolina
(6/9/2026)
RR
South Dakota
(6/9/2026)
RR
Tennessee
(6/9/2026)
RR
Texas
(6/9/2026)
RR
Utah
(6/9/2026)
RR
Vermont
(6/9/2026)
RR
Virgin Islands
(6/9/2026)
RR
Virginia
(6/9/2026)
RR
Washington
(6/9/2026)
RR
West Virginia
(6/9/2026)
RR
Wisconsin
(6/9/2026)
RR
Wyoming
(6/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/28/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/9/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/22/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/10/2017
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OP
OPENCASH
OPENCASH | OPENCASH SECURITIES LLC

CRD#: 317007 / SEC#: , 8-70830

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
521 W. Lancaster Ave Fl 2, Haverford, PA 19041
Mailing Address
521 W. Lancaster Ave Fl 2, Haverford, PA 19041
Phone number
(610) 909-5497
Established
Delaware since 07/19/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
OPENCASH FINANCE, INCOWNER
HUGHES, JOHN PATRICKPRESIDENT252597
LAVENDER, STACEY LYNNCCO4365033
SPEZIALE, RICHARD SALVATOREFINOP1192739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OPENCASH

CRD#: 317007Haverford, PA 19041

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