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Kyle Jordan Gardner

LPl Financial LLC

Frisco, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-05-01
MD RA APPROVED 2025-05-01
MO RA APPROVED 2025-05-01
NM RA APPROVED 2025-05-01
TX RA APPROVED 2025-05-01
  • LA RA
    APPROVED
    Since 2025-05-01
  • MD RA
    APPROVED
    Since 2025-05-01
  • MO RA
    APPROVED
    Since 2025-05-01
  • NM RA
    APPROVED
    Since 2025-05-01
  • TX RA
    APPROVED
    Since 2025-05-01

Branch Locations

2600 Dallas Pkwy Ste 520 Ste 520, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scf Securities, Inc. Fresno CA 07/2014 05/2025
Scf Investment Advisors, Inc. Fresno CA 07/2014 05/2025
Lpl Financial Llc Frisco TX 05/2025 Present
  • 07/2014 → 05/2025
    Scf Securities, Inc.
    Fresno, CA
  • 07/2014 → 05/2025
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 05/2025 → Present
    Frisco, TX
Previous Registrations
  • 2014-07-02 → 2025-05-02
    Scf Investment Advisors, Inc.
    Fresno, CA
    Plano, TX
    San Diego, CA
    Frisco, TX
    Plano, TX
  • 2013-01-28 → 2014-07-07
    Tfr Advisors Llp
    Plano, TX
  • 2010-01-29 → 2013-01-15
    Dallas, TX
Other Businesses

1. 05/2025- Allianz- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2014- 2 Hours Per Month- 1 Hour During Trading 2. 05/2025- Lincoln Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2014- 2 Hours Per Month- 1 Hour During Trading 3. 05/2025- Symetra Financial Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2017- 2 Hours Per Month- 1 Hour During Trading 4. 05/2025- Mutual of Omaha-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/03/2022- 1 Hours Per Month- 1 Hour During Trading 5. 05/2025- CoreBridge Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/02/2022- 1 Hours Per Month- 1 Hour During Trading 6. 05/2025- Dumont Financial LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2023- 6 Hours Per Month 7. 05/2025- Tennyson Capital Partners- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2015- 12 Hours Per Month- 8 Hours During Trading 8. 05/2025- Simplicity/InsurMark- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/01/2018- 3 Hours Per Month- 2 Hours During Trading 9. 05/2025- 3Mark Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2019- 12 Hours Per Month- 10 Hours During Trading 10. 05/2025-Tennyson Management Company- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 10 Hours Per Month- 8 Hours During Trading 11.05/2025- Tennyson Advisory Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/04/2018- 35 Hours Per Month- 4 Hours During Trading 12. 05/23/2025 - TAG Wealth Management - DBA for LPL Business (entity for LPL business) - Inv related - At Reported Business Location(s) - Start date 7/10/2017- 1 Hours Per Month- 1 Hours During Trading 13. 11/17/2025 - KTA Sutton LP - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 05/10/2024 - 2 hours per month/ during trading 14. 06/05/2026 - Elite Producer Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/04/2026 - 6 hours per month/ 4 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-01
S63 Uniform Securities Agent State Law Examination 2004-09-13
  • S65 Uniform Investment Adviser Law Examination
    2009-12-01
  • S63 Uniform Securities Agent State Law Examination
    2004-09-13
Other Names
  • Kyle Jordan Traylor

View on SEC IAPD

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