Kyle Patrick Soucy

Current Employers

Employment History

• 05/2014 → 09/2017
  Symmetry Partners, Llc
  Glastonbury, CT
• 10/2017 → 07/2020
  W. E. Donoghue & Co., Llc
  Boston, MA
• 01/2018 → 07/2020
  Northern Lights Distributors, Llc
  Omaha, NE
• 08/2020 → 04/2022
  Paulson Investment Company, Llc
  Beverly Hills, CA
• 08/2020 → 04/2022
  Paulson Investment Advisors Llc
  San Francisco, CA
• 04/2022 → Present
  Globalist Capital, Llc
  Santa Monica, CA
• 06/2022 → Present
  Onitus Capital, Llc
  Newport Beach, CA
• 04/2023 → Present
  Onitus Insurance Agency, Llc
  Newport Beach, CA
• 04/2022 → Present
  Delmorgan Group, Llc
  Santa Monica, CA

Previous Registrations

• 2020-08-07 → 2022-04-18
  Paulson Investment Advisors, Llc
  Portland, OR
• 2018-03-07 → 2020-07-31
  Donoghue Forlines Llc
  Boston, MA
  Huntington Beach, CA
• 2016-06-21 → 2017-09-13
  Symmetry Partners
  Glastonbury, CT

Other Businesses

1. Name of Other Business: Onitus Capital, LLC Investment-Related: Yes Address: 3857 Birch St PMB 5059 Newport Beach, CA 92660 Nature of Business: Registered Investment Adviser Position/Title: Sole Owner, Managing Member, and Chief Compliance Officer Start Date: June 2022 Hours Per Month: 130 Hours during Securities Trading Hours: 130 Duties: Mr. Soucy is the Sole Owner, Managing Member, and Chief Compliance Officer of Onitus Capital, LLC. Onitus Capital, LLC is a registered investment adviser formed in 2022 to provide asset management, financial planning/consulting, and retirement planning/consulting to its clients. No security recommendations will be made to Onitus Capital, LLC clients with respect to Mr. Soucy's role with Globalist Capital LLC. 2. Name of Other Business: Onitus Insurance Agency, LLC Investment-Related: Yes Address: 3857 Birch St PMB 5059 Newport Beach, CA 92660 Nature of Business: Insurance Position/Title: Principal Start Date: April 2023 Hours Per Month: 10 Hours during Securities Trading Hours: 10 Duties: Mr. Soucy is the Principal of Onitus Insurance Agency, LLC. Onitus Insurance Agency, LLC was created for the purposes of selling insurance products. 3. Name of Other Business: Onitus Consulting, LLC Investment-Related: No Address: 3857 Birch St PMB 5059 Newport Beach, CA 92660 Nature of Business: Consulting Position/Title: Managing Member Start Date: July 2025 Hours Per Month: 10 Hours during Securities Trading Hours: 10 Duties: Mr. Soucy is the Managing Member of Onitus Consulting, LLC where he provides consulting services and receives commissions from his DelMorgan Group, LLC employment. 4. Mr. Soucy is the owner of rental property located at 33 Marion Drive, Manchester, CT. He began this activity in March of 2018 where he spends one hour per month managing the property. This activity is non-investment related. 5. Name of Other Business: Kharisma Entertainment Investment-Related: No Address: 269 S. Beverly Drive, Suite 281 Beverly Hills, CA 90212 Nature of Business: Entertainment Position/Title: Co-Executive Producer Start Date: 04/19/22 Hours Per Month: 1 hour Hours during Securities Trading Hours: 0 Duties: Sourcing movie projects as consulting producer and small actor roles. 6. Name of Other Business: Real Estate Broker - Kiddily, LLC Investment-Related: No Address: 1024 Bayside Dr #114 Newport Beach, CA 92660 Nature of Business: Commercial Real Estate Position/Title: Referral/Finder Start Date: 04/19/22 Hours Per Month: 4 hours per month Hours during Securities Trading Hours: 0 Duties: Mr. Soucy refers Darrell Hallett (Kiddily, LLC) who is a real estate broker to companies like real estate venture funds to purchase commercial buildings. 7. Guardian Advisory, LLC; Aurum Equity Partners; Vibe Capital Fund LP; Shalehaven Partners Energy & Asset Management, LLC ; Investment Related; 3700 Campus Dr Suite 201, Newport Beach, CA 92660; Real Estate Private Equity Fund; Onitus Capital assisting in establishing the fund(s) onto Schwab platform engagement will be complete; Start 09/2024; 10 hrs; 0 during trading hours; Kyle Soucy, Onitus Capital, LLC will be the sponsor RIA of the funds. The role of Onitus Capital will be to establish the Funds on the Schwab platform. Onitus Capital will not be making recommendations to it's clients to invest.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-12
• S65 Uniform Investment Adviser Law Examination
  2016-06-21

Designations