Kyle Jordan Ladd

Current Employers

Employment History

• 01/2016 → 10/2016
  Securities America Inc
  Campbell, CA
• 01/2016 → 12/2016
  O'DOnnell Financial Services
  Campbell, CA
• 10/2016 → 12/2016
  Independent Financial Group, Llc
  Campbell, CA
• 01/2017 → 03/2018
  Scottrade, Inc.
  Sunnyvale, CA
• 02/2021 → 12/2022
  Td Ameritrade
  Campbell, CA
• 03/2018 → 01/2021
  Td Ameritrade
  Soquel, CA
• 12/2022 → 03/2025
  Charles Schwab And Co., Inc.
  Campbell, CA
• 03/2025 → 05/2026
  Independent Financial Group Llc
  San Rafael, CA
• 03/2025 → Present
  O' Donnell Financial Group
  San Rafael, CA
• 06/2026 → Present
  Integrity Alliance, Llc
  Los Gatos, CA

Previous Registrations

• 2025-03-24 → 2025-03-24
  Independent Financial Group, Llc
  San Rafael, CA
• 2022-01-26 → 2024-01-10
  Charles Schwab & Co., Inc.
  Campbell, CA
  Campbell, CA
• 2021-02-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Campbell, CA
  Campbell, CA
• 2021-02-11 → 2022-10-14
  Td Ameritrade, Inc.
  Campbell, CA
  Campbell, CA
• 2018-03-15 → 2021-01-11
  Td Ameritrade, Inc.
  Soquel, CA
  Walnut Creek, CA
• 2018-03-15 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Soquel, CA
• 2017-02-23 → 2018-03-15
  Scottrade Investment Management
  Saint Louis, MO
• 2016-01-12 → 2017-05-19
  O'DOnnell Financial Services, Llc
  Campbell, CA
• 2014-01-10 → 2015-06-08
  Kestra Investment Services, Llc
  Pleasant Hill, CA
• 2012-02-16 → 2013-11-14
  Morgan Stanley
  San Jose, CA

Other Businesses

1) Name: scottorious, Role: N/A, self Start Date: 07/27/2018, Address: 2052 Jackson CT Apt 3 Santa Clara CA 95050, Number of Hours/Mo: 10 Investment Related?: No SECURITIES TRADING HOURS: 0 DESCRIPTION: Music hobby, domain scottorious.com owned for future potential to perform locally or release music under the name scottorious. 2) Legacy Capital Group California; Investment Related-Yes; 459 Monterey Ave #100 Los Gatos, CA 95030; Financial Advising and Investment Planning; Employee; Start Date 5/18/2026; 200 hours per month; 100 hours per month during trading hours; Client and prospect outreach and business development.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-15