Best Investors Account Sign in

Kyle Smith

LPl Financial LLC

Chandler, AZ

Pittsfield, MA

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-07
MA RA APPROVED 2022-01-11
  • AZ RA
    APPROVED
    Since 2026-08-07
  • MA RA
    APPROVED
    Since 2022-01-11

Branch Locations

Chandler, AZ • United States

443 Dalton Avenue, Pittsfield, MA 01201 • 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
Castle Investment Advisors Pittsfield MA 02/2020 Present
United States Marine Corps Washington DC 10/2015 03/2020
Lpl Financial Llc Pittsfield MA 02/2020 Present
  • 02/2020 → Present
    Castle Investment Advisors
    Pittsfield, MA
  • 10/2015 → 03/2020
    United States Marine Corps
    Washington, DC
  • 02/2020 → Present
    Lpl Financial Llc
    Pittsfield, MA
Other Businesses

1)09/08/2021 - Castle Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2021-12-17

View on SEC IAPD

More in Chandler, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor