Kyle Wardlaw

Current Employers

Employment History

• 03/2014 → 04/2023
  Lion Street Financial
  Austin, TX
• 03/2014 → 04/2023
  Lion Street Advisors
  Austin, TX
• 04/2023 → Present
  Victory Financial Group, Llc
  Austin, TX
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2014-03-10 → 2023-04-28
  Lion Street Advisors, Llc
  Austin, TX
• 2010-03-16 → 2014-03-10
  Kestra Investment Services, Llc
  Austin, TX
• 2009-04-07 → 2009-05-19
  Kestra Investment Services, Llc
  Austin, TX

Other Businesses

Victory Financial Group, LLC (VFG) - SEC Registered Investment Advisor (RIA), investment related. Title / Role - President and CCO. Start Date - 05/01/2023. Address - At registered location. VFG is an RIA providing investment related services to clients of the firm. 100+ hours a month all during trading hours. Responsible for overall growth, compliance and operations of the firm. Victory Insurance, LLC (VI) - P&C Insurance. Investment Related. Title / Role - President. Start Date - 05/01/2023. Address - 6500 River Place Blvd. Building 1, Suite #203, Austin, TX 78730. VI is an insurance agency that provides personal lines and commercial lines of P&C coverage. 40 hours a month all during trading hours. Responsible for overall growth and operations of the firm. Fixed Insurance. Investment Related. At Registered location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 5/2023. 40 hours/month all during trading hours. Provide insurance advice based on the needs of clients.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-06

Other Names

• Kyle Newt Wardlaw