Kyle E. Roberts
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kyle Edward Roberts was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 2023. Kyle had worked at 3 firms and has passed the Series 66, Series 22TO, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 9, 2026 - July 16, 2026
THE TIDAL GROUP, INC.
June 6, 2024 - March 25, 2025
LPL FINANCIAL LLC
June 6, 2024 - March 25, 2025
LPL FINANCIAL LLC
November 17, 2023 - May 29, 2024
UNITED BROKERAGE SERVICES, INC
June 30, 2023 - May 29, 2024
UNITED BROKERAGE SERVICES, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 22TO
Date: 7/9/2026
Direct Participation Programs Representative ExaminationSeries 7TO
Date: 6/30/2023
General Securities Representative ExaminationCurrent Firm
THE TIDAL GROUP, INC.
CRD#: 39782 / SEC#: , 8-48809
Contact information
FINRA licenses (47 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
