Kyle Matthew Whalley

Current Employers

Employment History

• 06/2007 → 07/2024
  Edward Jones
  St Louis, MO
• 07/2024 → 08/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2024 → Present
  Cwm, Llc
  Omaha, NE
• 07/2024 → Present
  Carson Wealth
  Liberty, MO

Previous Registrations

• 2007-08-23 → 2024-07-11
  Edward Jones
  Liberty, MO
  Liberty, MO
  Liberty, MO
  St Louis, MO

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OBUSINESS: FIXED INSURANCE; START DATE: 10/2007; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5;POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; NAME OF OTHER BUSINESS: TIMBER RIDGE TRAILS, LLC; INVESTMENT RELATED: NO; ADDRESS: LIBERTY, MO 64068; NATURE OF BUSINESS:RECREATIONAL FARMING/HUNTING GROUND; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 10; APXNUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OWN A FARM AND CASH RENT LAND; NAME OF OTHER BUSINESS: KMWPROPERTY MGMT LLC; INVESTMENT RELATED: NO; ADDRESS: LIBERTY, MO 64068; NATURE OF BUSINESS: HOLDING THE LEASE ON MY OFFICE BUILDING; STARTDATE: 01/2014; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEDESCRIPTION OF DUTIES: MANAGING OFFICE RENTAL;

Exams

• S66 Uniform Combined State Law Examination
  2007-08-10

Other Names

• Kyle Whalley