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213 South Dillard Street Suite #150H, Winter Garden, FL 34787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-24 |
| FL | RA | APPROVED | 2022-02-15 |
Branch Locations
213 South Dillard Street Suite #150H, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Gainesville | FL | 11/2014 | 05/2018 |
| Lpl Financial Llc | Orlando | FL | 05/2018 | 02/2022 |
| Newell Wealth Management, Llc | Winter Garden | FL | 10/2021 | Present |
Kyle Newell is also the owner of Ontzo, a media company, which does financial and non-financial content for digital or print publication. This is done outside of trading hours and consists of less than 10% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-17 |
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