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KS

Kyle Sadorf

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CRD#: 7596127
KS

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 Sadorf was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2022. Kyle had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
EVERENCE; Investment Related; 2160 Lincoln Highway East, Lancaster, PA 17602; Financial Services; Financial Consultant; Start Date 11/2023; 160 hours per month with the majority of those hours per month occurring during trading hours; As an employee of Everence, I provide investment and financial planning services through Everence Trust Company, a federally chartered savings bank, insurance (med-supp, fixed annuity, life, long-term care) and charitable planning services through Everence Foundation. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities or its affiliates.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 29, 2023 - April 12, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Lancaster, PA
Past

November 29, 2023 - April 12, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Lancaster, PA
Past

April 21, 2023 - November 17, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LANCASTER, PA
Past

September 14, 2022 - November 17, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LANCASTER, PA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/17/2022
Securities Industry Essentials Examination

Current Firm

CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information

Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers

NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management

Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures

Regulatory Event64
Arbitration5

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

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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