Best Investors Account Sign in

Kyle James Temple

Osaic Wealth, Inc.

Bellevue, WA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-06-14
  • WA RA
    APPROVED
    Since 2024-06-14

Branch Locations

11911 Ne 1St Street Suite 305, Bellevue, WA 98005 • 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
Sovereign Wealth Advisors Bellevue WA 08/2014 08/2017
Self Employed Kirkland WA 08/2017 01/2018
Securities America, Inc. Kirkland WA 02/2018 06/2024
Securities America Advisors Kirkland WA 05/2018 06/2024
Osaic Wealth, Inc. Kirkland WA 06/2024 Present
Osaic Wealth, Inc. Kirkland WA 06/2024 Present
  • 08/2014 → 08/2017
    Sovereign Wealth Advisors
    Bellevue, WA
  • 08/2017 → 01/2018
    Self Employed
    Kirkland, WA
  • 02/2018 → 06/2024
    Securities America, Inc.
    Kirkland, WA
  • 05/2018 → 06/2024
    Securities America Advisors
    Kirkland, WA
  • 06/2024 → Present
    Kirkland, WA
  • 06/2024 → Present
    Kirkland, WA
Previous Registrations
Other Businesses

DBA: MIRUS PLANNING SAA ADVISORY POSITION: Advisor NATURE: SAA Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2018 ADDRESS: 4030 Lake Washington Blvd NE, Suite #300, Kirkland WA 98033, United States DESCRIPTION: SAA Advisory business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-10
  • S66 Uniform Combined State Law Examination
    2018-05-10
Designations

View on SEC IAPD

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor