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Kyle James Smith

Charles Schwab & Co., Inc.

Bridgewater, NJ

Princeton, NJ

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-05-16
  • NJ RA
    APPROVED
    Since 2022-05-16

Branch Locations

610 Commons Way Suite 4340, Bridgewater, NJ 08807 • United States

132 Nassau St Floor 1, Princeton, NJ 08542-7006 • 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
Cracker Barrel Clinton NJ 03/2011 12/2017
Guardian Life Insurance Company Of America Shrewsbury NJ 07/2019 02/2020
Park Avenue Securities Shrewsbury NJ 05/2019 06/2019
Cracker Barrel Clinton NJ 02/2011 10/2018
Park Avenue Securities Wall NJ 01/2020 04/2022
International Planning Alliance Shrewsbury NJ 06/2015 07/2019
The College Of New Jersey Ewing NJ 08/2013 01/2018
Charles Schwab & Co., Inc. Bridgewater NJ 04/2022 Present
Charles Schwab Bank, Ssb Bridgewater NJ 04/2022 Present
  • 03/2011 → 12/2017
    Cracker Barrel
    Clinton, NJ
  • 07/2019 → 02/2020
    Guardian Life Insurance Company Of America
    Shrewsbury, NJ
  • 05/2019 → 06/2019
    Park Avenue Securities
    Shrewsbury, NJ
  • 02/2011 → 10/2018
    Cracker Barrel
    Clinton, NJ
  • 01/2020 → 04/2022
    Park Avenue Securities
    Wall, NJ
  • 06/2015 → 07/2019
    International Planning Alliance
    Shrewsbury, NJ
  • 08/2013 → 01/2018
    The College Of New Jersey
    Ewing, NJ
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Bridgewater, NJ
  • 04/2022 → Present
    Charles Schwab Bank, Ssb
    Bridgewater, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-29
  • S66 Uniform Combined State Law Examination
    2019-06-29
Designations
Other Names
  • Kyle Smith
  • Kyle J. Smith

View on SEC IAPD

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PARADIGM WEALTH ADVISORY LLC · BRIDGEWATER, NJ
PARADIGM INVESTMENT ADVISORY, LLC · BRIDGEWATER, NJ
LPL FINANCIAL LLC · BRIDGEWATER, NJ
NOVEM GROUP · East Bridgewater, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bridgewater, NJ
HORNOR, TOWNSEND & KENT, LLC · SOMERVILLE, NJ
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · SOMERVILLE, NJ
LPL FINANCIAL LLC · SOMERVILLE, NJ

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