Donald Kyle Atkins

Current Employers

Employment History

• 11/1996 → 02/2025
  Concourse Financial Group Securities Inc
  Spartanburg, SC
• 03/2004 → 02/2025
  Concourse Financial Group Securities Inc
  Spartanburg, SC
• 10/1996 → Present
  (Dba) Kyle Atkins Financial Group
  Spartanburg, SC
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Charleston, SC
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Atkins & Trbovich, Llc
  Charleston, SC

Previous Registrations

• 1999-03-17 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Piedmont, SC
  Spartanburg, SC
  Spartanburg, SC
  Charleston, SC
  Birmingham, AL

Other Businesses

1. (dba) KYLE ATKINS FINANCIAL GROUP; Investment Related; 359 South Pine Street, Spartanburg, SC 9302; Financial Planning; President; Start Date: 10/1996; 100 HRS/MO; Financial Planning; In addition to securities investments, I also provide financial planning, life, annuity and long-term care insurance. 2. CORN MILL PROPERTIES LLC; Non-investment Related; 359 South Pine Street, Spartanburg, SC; Rental Property; Land Owner; Start Date: 03/2004; 10 HRS/MO; Collect rent and make repairs. 3. 401KMD; Investment Related; 359 South Pine Street, Spartanburg, SC; Qualified Plan Management; Owner; Start Date: 08/2012; 10 HRS/MO; Gather qualified plans to provide asset management and education, etc. 4. POA; Non-Investment Related; Cowpens, SC; Other; Power of Attorney (POA); Start Date 02/2022; No hours per month; I hold power of attorney for my spouse. 5. NAME OF OTHER BUSINESS: ATKINS & TRBOVICH. LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-08
• S63 Uniform Securities Agent State Law Examination
  1996-12-27

Designations