Best Investors Account Sign in
Inactive

Kyle Whitney Dodson

The Advisory Group Of San Francisco, LLC

San Francisco, CA

Miamisburg, OH

Claim This Profile
Current Employers
The Advisory Group Of San Francisco, Llc

44 Montgomery St. Suite 300, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-05
OH RA APPROVED 2024-08-05
  • CA RA
    APPROVED
    Since 2024-08-05
  • OH RA
    APPROVED
    Since 2024-08-05

Branch Locations

44 Montgomery St. Suite 300, San Francisco, CA 94104 • United States

Miamisburg, OH • 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
Truepoint Inc. Cincinnati OH 04/2021 04/2024
Valeo Financial Advisors Carmel IN 05/2020 04/2021
Miami University Oxford OH 08/2017 05/2020
Trine University Angola IN 08/2015 07/2017
Advisory Group Of San Francisco San Francisco CA 07/2024 Present
The Connor Group Dayton OH 05/2024 07/2024
  • 04/2021 → 04/2024
    Truepoint Inc.
    Cincinnati, OH
  • 05/2020 → 04/2021
    Valeo Financial Advisors
    Carmel, IN
  • 08/2017 → 05/2020
    Miami University
    Oxford, OH
  • 08/2015 → 07/2017
    Trine University
    Angola, IN
  • 07/2024 → Present
    Advisory Group Of San Francisco
    San Francisco, CA
  • 05/2024 → 07/2024
    The Connor Group
    Dayton, OH
Previous Registrations
Designations
Other Names
  • Kyle W Dodson

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor