Kyle Jensen Kirwan

Current Employers

Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2021-08-11

NV RA
APPROVED

Since 2021-08-11

Branch Locations

3755 Breakthrough Way #305, Las Vegas, NV 89135 • United States

1368 Paseo Verde Pkwy Ste. 100, Henderson, NV 89012 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Self Employed	Las Vegas	NV	02/1997	Present
Kalos Capital	Alpharetta	GA	09/2015	07/2021
Kalos Management	Alpharetta	GA	09/2015	05/2021
Independent Financial Group	Henderson	NV	08/2021	Present

02/1997 → Present

Self Employed

Las Vegas, NV
09/2015 → 07/2021

Kalos Capital

Alpharetta, GA
09/2015 → 05/2021

Kalos Management

Alpharetta, GA
08/2021 → Present

Independent Financial Group

Henderson, NV

Previous Registrations

2015-09-22 → 2021-08-02

Kalos Management

Ponte Vedra Beach, FL

Henderson, NV
2013-01-10 → 2015-09-14

First Heartland Consultants, Inc.

Henderson, NV

Henderson, NV
2012-02-27 → 2013-01-04

Silver Oak Securities, Incorporated

Henderson, NV

Jackson, TN

Jackson, TN
2010-08-05 → 2012-06-19

Global Financial Private Capital, Inc.

Henderson, NV

Sarasota, FL

Other Businesses

(1) KIRWAN MANAGEMENT POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 3755 Breakthrough Way, #305, Las Vegas NV 89135, United States DESCRIPTION: Business Entity for Tax/Investment Purpose (2) CORNERSTONE RETIREMENT PLANNING, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2010 ADDRESS: 3755 Breakthrough Way, #305, Las Vegas NV 89135, United States DESCRIPTION: Business entity for tax and investment purposes (3) CORNERSTONE BUILDING I, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2012 ADDRESS: 3755 Breakthrough Way, #305, Las Vegas NV 89135, United States DESCRIPTION: Owner of office building (4) CORNERSTONE TAX ADVISORY POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2021 ADDRESS: 3755 Breakthrough Way, #305, Las Vegas NV 89135, United States DESCRIPTION: Owner of tax prep company (5) CORNERSTONE WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2021 ADDRESS: 3755 Breakthrough Way, #305, Las Vegas NV 89135, United States DESCRIPTION: DBA used for marketing purposes (6) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2021 ADDRESS: 3755 Breakthrough Way, #305, Las Vegas NV 89135, United States DESCRIPTION: Insurance Agent

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-02-01
S65	Uniform Investment Adviser Law Examination	2010-08-03

S63 Uniform Securities Agent State Law Examination

2013-02-01
S65 Uniform Investment Adviser Law Examination

2010-08-03

View on SEC IAPD