Kyle Timothy Holdsworth

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-05-10

OH RA
APPROVED

Since 2023-05-10

Branch Locations

Cleveland, OH • United States

40 Eagle Valley Court, Broadview Heights, OH 44147 • 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

Organization	City	State	From	To
Swensons	University Hts.	OH	12/2017	06/2018
Axa Advisors	Cleveland	OH	06/2017	08/2017
John Carroll University	University Hts.	OH	08/2014	05/2018
Proformex Inc.	Cleveland	OH	01/2019	08/2020
Unemployment	Unemploye	OH	08/2018	01/2019
Orchard Bar & Grill	Catawba Island	OH	07/2020	10/2020
Fidelity Investments	Greenwood Village	CO	11/2020	05/2023
Equitable Advisors, Llc	New York	NY	05/2023	Present

12/2017 → 06/2018

Swensons

University Hts., OH
06/2017 → 08/2017

Axa Advisors

Cleveland, OH
08/2014 → 05/2018

John Carroll University

University Hts., OH
01/2019 → 08/2020

Proformex Inc.

Cleveland, OH
08/2018 → 01/2019

Unemployment

Unemploye, OH
07/2020 → 10/2020

Orchard Bar & Grill

Catawba Island, OH
11/2020 → 05/2023

Fidelity Investments

Greenwood Village, CO
05/2023 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2022-03-28 → 2023-05-10

Fidelity Personal And Workplace Advisors

Woodmere Village, OH

Other Businesses

1) Independent Agent - outside fixed insurance products. 2. Member of a Limited Liability Company-Lakeside Financial Partners 40 Eagle Valley Ct, Brecksville, OH 44147, Start date: 5/24/2023. 80 hours/month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-23

S66 Uniform Combined State Law Examination

2021-03-23

Other Names

Kyle Timothy Holdsworth
Kyle Holdsworth

View on SEC IAPD