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Kyle Jacob Lunde

Smartharvest Portfolios

Seattle, WA

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Current Employers
Smartharvest Portfolios

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-03
WA RA APPROVED 2025-01-03
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • WA RA
    APPROVED
    Since 2025-01-03

Branch Locations

Seattle, WA • 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
Eaton Vance Distributors, Inc. Boston MA 04/2016 10/2019
Eaton Vance Management Boston MA 04/2016 10/2019
Parametric Portfolio Associates Seattle WA 04/2016 10/2019
Consultant / Self Employed Seattle WA 11/2019 10/2020
Catalina Capital Group Llc Torrance CA 11/2020 11/2024
Consultant / Self-Employed Seattle WA 11/2024 Present
Smartharvest Portfolios Poulsbo WA 12/2024 Present
  • 04/2016 → 10/2019
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 04/2016 → 10/2019
    Eaton Vance Management
    Boston, MA
  • 04/2016 → 10/2019
    Parametric Portfolio Associates
    Seattle, WA
  • 11/2019 → 10/2020
    Consultant / Self Employed
    Seattle, WA
  • 11/2020 → 11/2024
    Catalina Capital Group Llc
    Torrance, CA
  • 11/2024 → Present
    Consultant / Self-Employed
    Seattle, WA
  • 12/2024 → Present
    Smartharvest Portfolios
    Poulsbo, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-02
  • S66 Uniform Combined State Law Examination
    2013-07-02

View on SEC IAPD

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