Kyle Kirk
UNITING WEALTH PARTNERS | Associate Financial Advisor
OLEAN, NY 14760
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CRD#: 7260102
Kyle KirkUNITING WEALTH PARTNERS
Professional summary
Kyle Kirk, who also goes by Kyle Jeffrey Kirk, is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Olean, New York.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Kyle Jeffrey Kirk
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.
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Beacon Light Adult Residential Services; Not investment-related; 47 Beacon Light Way, Bradford, PA. 16701; Charitable organization; Board Member; Attend meetings, vote on decisions, and oversight the appropriate executive team to ensure good decisions; Less than 5% of time during the month. 3) Cornell Capital Holdings LLC; Investment-related; Same address; Exempt Reporting Adviser; Financial Advisor; Advising, supporting, and making recommendations to clients based on their best interests; Approx. 20% of time during the month. 4) McKean County Community Foundation; Not investment-related; 32 S St Marys St, 4, Saint Marys, PA. 15857; Charitable Organization; Board Member; Attend meetings, vote on decisions, and oversight the appropriate executive team to ensure good decisions; Less than 5% of time during the month. 5) Peyton Kirk Memorial Scholarship; Not investment-related; 32 S St Marys St, 4, Saint Marys, PA. 15857; Charitable Organization; Donor; Review the scholarships, change the format of the scholarship, fundraise for the scholarship; Less than 5% of time during the month,
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Kirk's 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®
NoneExperience
Current
September 17, 2026 - Present
UNITING WEALTH PARTNERS
Office #1: 125 South Union St, Olean, NY 14760RIA
CRD#: 332317
OLEAN, NY
Past
June 1, 2022 - September 24, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Bradford, PA
Past
February 1, 2022 - September 24, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Bradford, PA
Past
October 21, 2020 - December 22, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BRADFORD, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC
CRD#: 332317 / SEC#: 801-131215
RIA
Registered Investment Advisory firm - (9/27/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(9/17/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 4/12/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
PR
Series 6TO
Passed: 10/21/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
UW
UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC
CRD#: 332317 / SEC#: 801-131215
RIA
Registered Investment Advisory firm - (9/27/2024 Approved)Loading...
Contact information
Main Address
240 Saint Paul Street Suite 300, Denver, CO 80206
Mailing Address
Phone number
(720) 706-7180
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,337 |
| AUM (Assets Under Management) | $ 934,628,831 |
Red Flags
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Company Information
UNITING WEALTH PARTNERS
Associate Financial AdvisorCRD#: 332317Olean, NY 14760TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
