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Jacob Christian Lyle

Corient

Dallas, TX

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

5950 Sherry Lane Suite 600, Dallas, TX 75225 • 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
Corient Services Llc Miami FL 05/2026 Present
Corient Dallas TX 05/2026 Present
Plante Moran Financial Advisors Kalamazoo MI 06/2024 05/2026
Plante Moran Financial Advisors Kalamazoo MI 06/2023 08/2023
Hdq Wealth Kansas City MO 06/2021 08/2021
Clark Logic, Llc Kalamazoo MI 06/2022 08/2022
Courthouse Athletic Club Kalamazoo MI 01/2018 01/2020
Michigan State University East Lansing MI 08/2020 06/2024
Kalamazoo Central High School Kalamazoo MI 08/2017 06/2020
Hillside Middle School Kalamazoo MI 08/2014 06/2017
  • 05/2026 → Present
    Corient Services Llc
    Miami, FL
  • 05/2026 → Present
    Corient
    Dallas, TX
  • 06/2024 → 05/2026
    Plante Moran Financial Advisors
    Kalamazoo, MI
  • 06/2023 → 08/2023
    Plante Moran Financial Advisors
    Kalamazoo, MI
  • 06/2021 → 08/2021
    Hdq Wealth
    Kansas City, MO
  • 06/2022 → 08/2022
    Clark Logic, Llc
    Kalamazoo, MI
  • 01/2018 → 01/2020
    Courthouse Athletic Club
    Kalamazoo, MI
  • 08/2020 → 06/2024
    Michigan State University
    East Lansing, MI
  • 08/2017 → 06/2020
    Kalamazoo Central High School
    Kalamazoo, MI
  • 08/2014 → 06/2017
    Hillside Middle School
    Kalamazoo, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28
Other Names
  • Jake Lyle

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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