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Kyle Stefan

Charles Schwab & Co., Inc.

Birmingham, MI

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-06-08
  • MI RA
    APPROVED
    Since 2022-06-08

Branch Locations

105 Willits Street, Birmingham, MI 48009 • 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
54Analytics Las Vegas NV 01/2016 06/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2018 01/2019
Northwestern Mutual Investment Services Llc Las Vegas NV 06/2018 01/2019
Td Ameritrade, Inc. Birmingham MI 02/2022 05/2024
Td Ameritrade/Aerotek Birmingham MI 06/2021 02/2022
Gillware Inc. Milwaukee WI 11/2020 03/2021
Path Sports Detroit MI 06/2020 11/2020
Golf Leadership Academy Farmington Hills MI 04/2019 06/2020
Charles Schwab & Co., Inc. Birmingham MI 05/2022 Present
Td Ameritrade Investment Management, Llc Birmingham MI 06/2022 12/2022
Charles Schwab Bank, Ssb Birmingham AL 11/2023 Present
  • 01/2016 → 06/2018
    54Analytics
    Las Vegas, NV
  • 06/2018 → 01/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2018 → 01/2019
    Northwestern Mutual Investment Services Llc
    Las Vegas, NV
  • 02/2022 → 05/2024
    Td Ameritrade, Inc.
    Birmingham, MI
  • 06/2021 → 02/2022
    Td Ameritrade/Aerotek
    Birmingham, MI
  • 11/2020 → 03/2021
    Gillware Inc.
    Milwaukee, WI
  • 06/2020 → 11/2020
    Path Sports
    Detroit, MI
  • 04/2019 → 06/2020
    Golf Leadership Academy
    Farmington Hills, MI
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Birmingham, MI
  • 06/2022 → 12/2022
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
  • 11/2023 → Present
    Charles Schwab Bank, Ssb
    Birmingham, AL
Previous Registrations
  • 2022-06-08 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
  • 2022-06-08 → 2022-10-14
    Td Ameritrade, Inc.
    Birmingham, MI
    Omaha, NE
Other Businesses

Michigan Publinx Golf Association|Investment Related:No|3707 W Maple Road;Bloomfield Hills;MI;48301;USA|Sports/Physical Recreation|Member Board of Directors|2024-10-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Market, promote, and grow the organization. No investment related responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07
Other Names
  • Kyle Richard Stefan

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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