Kyle Nathaniel Massey

Current Employers

Employment History

• 01/2016 → 12/2019
  E*Trade Securities Llc
  Torrance, CA
• 01/2016 → 12/2019
  E*Trade Capital Management Llc
  Torrance, CA
• 12/2019 → 02/2020
  E*Trade Securities Llc
  Palo Alto, CA
• 12/2019 → 02/2020
  E*Trade Capital Management Llc
  Palo Alto, CA
• 02/2020 → 01/2021
  E*Trade Securities Llc
  Palo Alto, CA
• 02/2020 → 01/2021
  E*Trade Capital Management, Llc
  Palo Alto, CA
• 01/2021 → 07/2025
  E*Trade Securities Llc
  Menlo Park, CA
• 01/2021 → 07/2025
  E*Trade Capital Management Llc
  Menlo Park, CA
• 03/2023 → 07/2025
  Morgan Stanley
  Menlo Park, CA
• 09/2023 → 07/2025
  Morgan Stanley
  Purchase, NY
• 07/2025 → Present
  Osaic Wealth, Inc.
  Corona, CA

Previous Registrations

• 2023-03-22 → 2025-06-17
  Morgan Stanley
  Menlo Park, CA
  Purchase, NY
  Half Moon Bay, CA
• 2010-07-21 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Torrance, CA
  Menlo Park, CA
  Palo Alto, CA
• 2009-09-29 → 2010-05-25
  Lpl Financial Llc
  Tustin, CA
• 2008-03-26 → 2009-09-09
  Td Ameritrade, Inc.
  Upland, CA
• 2008-03-26 → 2009-09-09
  Td Ameritrade Investment Management, Llc
  Rancho Cucamonga, CA
• 2007-09-05 → 2008-03-07
  Wamu Investments, Inc.
  Yucaipa, CA
  Yucaipa, CA
• 2006-08-30 → 2007-08-15
  Ameriprise Financial Services, Llc
  Corona, CA

Other Businesses

1. PROVIDENCE PROFESSIONAL INSURANCE SERVICES POSITION: Financial Advisor NATURE: DBA of Plan With Providence INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/28/2025 ADDRESS: 1295 Corona Pointe Ct, Suite 101, Corona CA 92879 DESCRIPTION: Sales of life and health insurance products to my clients. 2. PROVIDENCE WEALTH PLANNING POSITION: Financial Advisor NATURE: This is a DBA owned and operated by Plan With Providence LLC, which is the company we operate under. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/21/2025 ADDRESS: 1295 Corona Pointe Ct, Suite 101, Corona CA 92879 DESCRIPTION: I provide financial advisory services to my clients as well as broader management & leadership oversight of employees and advisors of Plan With Providence. 3. PLAN WITH PROVIDENCE, LLC POSITION: Financial Advisor NATURE: LLC (California) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/21/2025 ADDRESS: 1295 Corona Pointe Ct, Suite 101, Corona CA 92879 DESCRIPTION: This company provides administrative and payroll services to Providence Wealth Planning, for which I work as a Financial Advisor. 4. KMASS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/10/2025 ADDRESS: 526 Spindrift Way, Half Moon Bay CA 94019 DESCRIPTION: This is a personal LLC through which consulting services are provided to Providence Wealth Planning.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28

Other Names

• Kyle Massey