Kyle J. Schafer
Professional summary
Kyle Joseph Schafer is a registered financial professional currently at LINCOLN INTERNATIONAL LLC located in San Francisco, California.
Kyle is registered as a RR (Registered Representative) and started their career in finance in 2023. Kyle has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kyle Joseph Schafer's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2023 - Present
LINCOLN INTERNATIONAL LLC
Office #1: One Embarcadero Center 37th Floor, San Francisco, CA 94111State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2023)
(2/27/2023)
(2/27/2023)
(2/27/2023)
Exams
Series 79TO
Date: 2/25/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
LINCOLN INTERNATIONAL LLC
CRD#: 42045 / SEC#: , 8-49671
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LINCOLN INTERNATIONAL, LP | SOLE MEMBER | |
| BARR, ROBERT BRUCE | MANAGING MEMBER | 720560 |
| BROWN, ROBERT TODD | CHIEF EXECUTIVE OFFICER | 3114282 |
| HAQUE, SARAH ANSARI | CHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL | 7419726 |
| KAHN, RONALD ALAN | EXECUTIVE COMMITTEE MEMBER | 1701384 |
| LAWSON, LAWRENCE JAMES III | MANAGING MEMBER, CHAIRMAN | 1081222 |
| MALCHOW, ERIC DENNIS | PRESIDENT | 2499555 |
| NELSON, JULIE ANNE | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS | 7051181 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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