Kyle Patrick Medley

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Thomas Financial
  Tampa, FL
• 01/2019 → 02/2020
  Sentry Insurance
  Tampa, FL
• 10/2015 → 01/2019
  Sentry Insurance
  Bowling Green, KY
• 03/2020 → 06/2020
  Unemployed
  Tampa, FL
• 06/2020 → Present
  M Holdings Securities
  Portland, OR

Other Businesses

1) Thomas Financial; 5550 West Executive Drive, #500, Tampa FL 33609; 07/01/2020; Sales/Registered Rep; Sales of 401k and disability income plans; Investment Related; 160 hours/month; 160 hours/month during business hours. 2) 401(K)ylePMedley; 13044 Wildgrass Trl, Odessa FL 33556; Entity for 1099 income; Not Investment Related; Owner; Income for 1099 compensation; 01/01/2023; 1 hour per month; 1 hour per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24