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Kevin Lyle

Ieq Capital, LLC

Foster City, CA

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-17
  • CA RA
    APPROVED
    Since 2021-11-17

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • 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
Minnesota Life Insurance Company St Paul MN 08/2019 08/2020
Securian Financial Services Inc St Paul MN 08/2019 08/2020
Sgc Financial & Insurance Services San Mateo CA 08/2019 Present
University Of Oregon Euegene OR 09/2015 06/2018
Unemployed Orinda CA 06/2018 07/2019
Lpl Financial San Mateo CA 08/2020 Present
  • 08/2019 → 08/2020
    Minnesota Life Insurance Company
    St Paul, MN
  • 08/2019 → 08/2020
    Securian Financial Services Inc
    St Paul, MN
  • 08/2019 → Present
    Sgc Financial & Insurance Services
    San Mateo, CA
  • 09/2015 → 06/2018
    University Of Oregon
    Euegene, OR
  • 06/2018 → 07/2019
    Unemployed
    Orinda, CA
  • 08/2020 → Present
    Lpl Financial
    San Mateo, CA
Previous Registrations
  • 2020-08-20 → 2021-11-17
    Lpl Financial Llc
    San Mateo, CA
    San Mateo, CA
    Roseville, CA
  • 2019-11-05 → 2020-09-08
    Securian Financial Services, Inc.
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-23
  • S66 Uniform Combined State Law Examination
    2019-10-23

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

More in Foster City, CA

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