Kyle Thomas Kadish

Current Employers

Employment History

• 06/2014 → 01/2017
  Provasi Capital Partners
  Dallas, TX
• 04/2017 → 10/2023
  Ages Financial Services, Ltd.
  Woburn, MA
• 04/2017 → 10/2023
  Trust Advisory Group, Ltd
  Woburn, MA
• 07/2018 → Present
  Advantage Wealth Solutions
  Windham, NH
• 10/2023 → 01/2026
  Ibn Financial Services, Inc.
  Liverpool, NY
• 01/2026 → Present
  Revere Securities Llc
  Windham, NH
• 01/2026 → Present
  Revere Wealth Management Llc
  Boston, MA
• 09/2023 → Present
  Investment Research Services, Llc
  Windham, NH

Previous Registrations

• 2023-11-06 → 2026-01-21
  Ibn Financial Services, Inc.
  Windham, NH
  Liverpool, NY
  Windham, NH
• 2023-10-30 → 2026-01-21
  Ibn Advisory Services, Inc.
  Windham, NH
  Liverpool, NY
• 2017-05-03 → 2023-10-30
  Trust Advisory Group Ltd
  Windham, NH
• 2006-12-20 → 2007-10-29
  Ubs Financial Services Inc.
  South Burlington, VT

Other Businesses

HOCKEY REFEREE ASSIGNING ORGANIZATION. NO. PENFIELD, NY. OFFICIATING NCAA HOCKEY GAMES. INDEPENDENT CONTRACTOR. 2013. UP TO 12 HOURS/MONTH (NONE DURING SECURITIES TRADING HOURS). OFFICIATING NCAA HOCKEY GAMES. President of Advantage Wealth Solutions Investment related services located at 55 Enterprise Road, Windham, NH 03087. Since 2017. 150 hours per month and 130 hours during market trading hours. DBA used to market business conducted through associated broker-dealer. Consultant at Investment Research Services, LLC; located at 55 Enterprise Road, Windham, NH 03087; non-retail investment related services since Sept. 2023. Approximately 10 hours per month, 5 during market hours. Consult with BD and RIA firms on compliance, procedures and investment due diligence. No direct solicitation of investors.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-12

Other Names

• Kyle T Kadish