Kyle Owen Harris

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-02-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2019	03/2020
University Of Georgia Athletic Association	Athens	GA	07/2016	05/2019
University Of Georgia	Athens	GA	08/2014	12/2018
Party Planners West	Athens	GA	01/2019	02/2019
Doordash	Charlotte	NC	03/2020	06/2020
The Intercontinental Exchange	Atlanta	GA	06/2020	12/2021
Lpl Financial, Llc	Alpharetta	GA	12/2021	05/2024
Merit Financial Group (Dba: Merit Financial Advisors)	Alpharetta	GA	11/2021	05/2024
Hb Wealth Management, Llc	Atlanta	GA	05/2024	Present

06/2019 → 03/2020

The Vanguard Group, Inc.

Charlotte, NC
07/2016 → 05/2019

University Of Georgia Athletic Association

Athens, GA
08/2014 → 12/2018

University Of Georgia

Athens, GA
01/2019 → 02/2019

Party Planners West

Athens, GA
03/2020 → 06/2020

Doordash

Charlotte, NC
06/2020 → 12/2021

The Intercontinental Exchange

Atlanta, GA
12/2021 → 05/2024

Lpl Financial, Llc

Alpharetta, GA
11/2021 → 05/2024

Merit Financial Group (Dba: Merit Financial Advisors)

Alpharetta, GA
05/2024 → Present

Hb Wealth Management, Llc

Atlanta, GA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-08-20

Other Firms