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Kiley R Kinney

LPl Financial LLC

Oro Valley, AZ

Spokane, WA

CRD 5700872

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-25
AZ RA APPROVED 2025-03-10
  • WA RA
    APPROVED
    Since 2025-08-25
  • AZ RA
    APPROVED
    Since 2025-03-10

Branch Locations

Oro Valley, AZ • United States

818 W Riverside #425, Spokane, WA 99201 • 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
Premier Partners Wealth Management Spokane WA 10/2024 01/2025
Unemployed - Full Time Homemaker Oro Valley AZ 12/2022 10/2024
Unemployed - Full Time Homemaker Tembagapura 12/2021 12/2022
Unemployed - Full Time Homemaker Liberty Lake WA 03/2020 12/2021
Unempoloyed - Full Time Homemaker Tembagapura 11/2017 03/2020
Unemployed - Full Time Homemaker Scottsdale AZ 08/2016 11/2017
Lpl Financial Llc Oro Valley AZ 01/2025 Present
  • 10/2024 → 01/2025
    Premier Partners Wealth Management
    Spokane, WA
  • 12/2022 → 10/2024
    Unemployed - Full Time Homemaker
    Oro Valley, AZ
  • 12/2021 → 12/2022
    Unemployed - Full Time Homemaker
    Tembagapura
  • 03/2020 → 12/2021
    Unemployed - Full Time Homemaker
    Liberty Lake, WA
  • 11/2017 → 03/2020
    Unempoloyed - Full Time Homemaker
    Tembagapura
  • 08/2016 → 11/2017
    Unemployed - Full Time Homemaker
    Scottsdale, AZ
  • 01/2025 → Present
    Oro Valley, AZ
Other Businesses

1 - 10/2024 - Real Estate Rentals - Real Estate Rental - Inv Related - 2 Hour/Month - 0.5 Hour During Trading - AZ 85737 - OBA Start Date: 02/01/2018. 2 - 10/2024 - Premier Partners Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07
Other Names
  • Kiley Reean Cox
  • Kiley Kinney
  • Kiley Reean Kinney

View on SEC IAPD

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