KS
Kyle M. Summerville
MOSS, LUSE & WOMBLE
Plano, TX 75024
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CRD#: 7361375
KS
Professional summary
Kyle Michael Summerville is a registered financial advisor currently at MOSS, LUSE & WOMBLE, LLC located in Plano, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Michael Summerville'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
April 3, 2026 - Present
MOSS, LUSE & WOMBLE, LLC
Office #1: 5160 Tennyson Parkway Suite 2000w, Plano, TX 75024RIA
CRD#: 152841
Plano, TX
Past
November 9, 2022 - March 21, 2026
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Westlake, TX
Past
January 13, 2022 - March 21, 2026
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Westlake, TX
Past
June 28, 2021 - June 30, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Dallas, TX
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".
ML
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC | MOSS, LUSE, WOMBLE | MOSS, LUSE & WOMBLE, LLP
CRD#: 152841 / SEC#: 801-114973
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)Colorado
Registered Investment Advisory firm - (4/24/2019 Terminated)Louisiana
Registered Investment Advisory firm - (4/15/2019 Terminated)North Carolina
Registered Investment Advisory firm - (4/17/2019 Terminated)Texas
Registered Investment Advisory firm - (4/15/2019 Terminated)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
Texas(4/3/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/28/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
ML
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC | MOSS, LUSE, WOMBLE | MOSS, LUSE & WOMBLE, LLP
CRD#: 152841 / SEC#: 801-114973
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)Colorado
Registered Investment Advisory firm - (4/24/2019 Terminated)Louisiana
Registered Investment Advisory firm - (4/15/2019 Terminated)North Carolina
Registered Investment Advisory firm - (4/17/2019 Terminated)Texas
Registered Investment Advisory firm - (4/15/2019 Terminated)PREMIUM
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Contact information
Main Address
5160 Tennyson Parkway Suite 2000w, Plano, TX 75024
Mailing Address
Phone number
(972) 674-2584
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,951 |
| AUM (Assets Under Management) | $ 595,179,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MOSS, LUSE & WOMBLE, LLC
CRD#: 152841Plano, TX 75024TRUST BUT VERIFY
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