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Kyle Edward Euton

Pds Planning Inc

Dublin, OH

CRD 6421973

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Employer firm

Pds Planning Inc CRD 106895

$2.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pds Planning Inc

475 Metro Place S. Suite 460, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-07-02
  • OH RA
    APPROVED
    Since 2021-07-02

Branch Locations

475 Metro Place S. Suite 460, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc. Covington KY 11/2014 08/2020
Pds Planning, Inc. Dublin OH 08/2020 Present
  • 11/2014 → 08/2020
    Fidelity Brokerage Services, Llc.
    Covington, KY
  • 08/2020 → Present
    Pds Planning, Inc.
    Dublin, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2015-01-02
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2015-01-02

View on SEC IAPD

Nearby Firms

KEELER & NADLER FAMILY WEALTH
PFS INVESTMENTS INC.
DELTA CAPITAL MANAGEMENT, INC.

Nearby Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik

Nearby Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH

More in Dublin, OH

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