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Inactive

Kyle Janice Smith

Polymath Financial, LLC

Orlando, FL

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Current Employers
Polymath Financial, Llc

450 South Orange Ave 3Rd Floor, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

450 South Orange Ave 3Rd Floor, Orlando, FL 32801 • 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
Cetera Advisors Llc Denver CO 02/2015 12/2019
Lpl Financial Llc Maitland FL 12/2019 02/2022
Polymath Financial, Llc Orlando FL 03/2022 Present
Previous Registrations
  • 2019-12-05 → 2022-03-28
    Lpl Financial Llc
    Orlando, FL
    Altamonte Springs, FL
    Maitland, FL
    San Diego, CA
    Altamonte Springs, FL
  • 2015-02-17 → 2019-12-13
    Cetera Advisors Llc
    Maitland, FL
    Baton Rouge, LA
    Maitland, FL
  • 2013-07-09 → 2015-03-17
    Capital Guardian Wealth Management, Llc
    Winter Park, FL
  • 2009-01-29 → 2013-06-03
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Orlando, FL
  • 2006-11-06 → 2008-12-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Orlando, FL
    Charlotte, NC
    Orlando, FL
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-01
  • S66 Uniform Combined State Law Examination
    2006-11-01
Other Names
  • Kyle Janice Sherman

View on SEC IAPD

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