Kyle J Thomas

Current Employers

Employment History

• 03/2017 → 12/2017
  Mml Investors Services, Llc
  Milwaukee, WI
• 11/2015 → 03/2017
  Msi Financial Services, Inc.
  Milwaukee, WI
• 12/2017 → Present
  Lpl Financial, Llc
  Brookfield, WI
• 01/2018 → Present
  Great Valley Advisor Group, Inc.
  Brookfield, WI

Previous Registrations

• 2017-03-25 → 2017-12-19
  Mml Investors Services, Llc
  Wauwatosa, WI
• 2010-09-17 → 2017-03-25
  Msi Financial Services, Inc.
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1. 12/15/2017 - NEXT LEVEL PLANNING & WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 12/15/2017 - 30 Hours Per Month/0 Hours During Securities Trading - Time Spent 20%. 2. 2/16/2021 - Great Valley Advisor Group, Inc. - DBA: Next Level Planning and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/20/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 02/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 2/16/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/20/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 02/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-30
• S63 Uniform Securities Agent State Law Examination
  2008-08-15

Other Names

• Kyle Thomas