Kyle Miller Dunn

Current Employers

Employment History

• 05/2010 → 01/2017
  Massmutual Financial Group
  Rochester, NY
• 01/2011 → 01/2017
  Mml Investors Services
  Rochester, NY
• 01/2017 → 09/2018
  Cadaret, Grant & Co., Inc.
  Rochester, NY
• 09/2018 → 02/2024
  Lpl Financial Llc
  Rochester, NY
• 02/2024 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 02/2024 → Present
  Modern Wealth Management, Llc.
  Rochester, NY

Previous Registrations

• 2021-08-03 → 2024-03-13
  Lpl Financial Llc
  Rochester, NY
  Fort Mill, SC
  Rochester, NY

Other Businesses

1. Modern Wealth Insurance Services, LLC., Start Date: 03/01/2024, 13550 W. 95th Street, Lenexa, KS 66227, LLC, Insurance Agency, Insurance Agent, Sale and service of Fixed Insurance Products, Not Investment Related, 40 Hours per month, 1 Hour per day during trading hours. 2. Modern Wealth Management, LLC., Start Date: 03/01/2024, One Bausch & Lomb Pl., Ste. 900, Rochester, NY 14604, LLC, RIA, Managing Director, Provide investment advice and financial planning services as an Investment Advisor Representative of Modern Wealth Management (RIA), Investment Related, 173.33 Hours per month, 6 Hours per day during trading hours. 3. Independent Insurance Agent, Start Date: 10/07/2025, One Bausch & Lomb Pl., Ste. 900, Rochester, NY 14604, Insurance Broker under the Fixed Insurance General Agency, Insurance Broker, Insurance Broker under the FIGS-FIGS is the Broker GA that we will be using for Fixed Life Insurance, Disability Insurance, LTCi and Fixed Annuities, No Variable products will be placed through FIGS, all Variable products are sold thorugh MSI b/d relationship, Not Investment Related, 3 Hours per month, 1 Hour per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-03-28

Designations

Other Names

• Kyle Dunn