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Kyle Fortman

Morgan Stanley

Pensacola, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-16
FL RA APPROVED 2021-05-28
  • TX RA
    APPROVED
    Since 2022-08-16
  • FL RA
    APPROVED
    Since 2021-05-28

Branch Locations

850 South Palafox Street Suite 200, Pensacola, FL 32502 • 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
Fidelity Investments Covington KY 07/2017 10/2018
Fidelity Brokerage Services Llc Covington KY 10/2018 08/2020
Florida Southern College Cincinnati OH 08/2013 05/2017
Morgan Stanley Smith Barney Llc Pensacola FL 01/2021 Present
New York Life Pensacola FL 09/2020 10/2020
Aflac Pensacola FL 11/2020 12/2020
  • 07/2017 → 10/2018
    Fidelity Investments
    Covington, KY
  • 10/2018 → 08/2020
    Fidelity Brokerage Services Llc
    Covington, KY
  • 08/2013 → 05/2017
    Florida Southern College
    Cincinnati, OH
  • 01/2021 → Present
    Morgan Stanley Smith Barney Llc
    Pensacola, FL
  • 09/2020 → 10/2020
    New York Life
    Pensacola, FL
  • 11/2020 → 12/2020
    Aflac
    Pensacola, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-27
S63 Uniform Securities Agent State Law Examination 2018-12-17
  • S65 Uniform Investment Adviser Law Examination
    2021-05-27
  • S63 Uniform Securities Agent State Law Examination
    2018-12-17
Other Names
  • Kyle D Fortman
  • Kyle Fortman

View on SEC IAPD

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Evan Jacob Seagle
Robert Charles Lucier
Trevor Samuel Odom
WESLEY SYFRETT ODOM
Frank Pesce III
JOHN FREDERICK COSGROVE
Katie Ilene Kingsman

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Pensacola, FL
HHM WEALTH ADVISORS, LLC · Pensacola, FL
EDWARD JONES · PENSACOLA, FL
ARMADA ADVISORS · PENSACOLA, FL
EDWARD JONES · PENSACOLA, FL
KINGSMAN WEALTH MANAGEMENT INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSACOLA, FL
TRUIST ADVISORY SERVICES, INC. · PENSCOLA, FL

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