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Kyle Terzak

Edward Jones

Bonita Springs, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-03
TX RA APPROVED 2023-03-31
  • FL RA
    APPROVED
    Since 2023-04-03
  • TX RA
    APPROVED
    Since 2023-03-31

Branch Locations

3301 Bonita Beach Rd S.W. Suite 210, Bonita Springs, FL 34134 • 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
Northwestern Mutual Investment Services, Llc Estero FL 05/2013 03/2023
Edward Jones St Louis MO 03/2023 Present
  • 05/2013 → 03/2023
    Northwestern Mutual Investment Services, Llc
    Estero, FL
  • 03/2023 → Present
    Edward Jones
    St Louis, MO
Other Businesses

Northwestern Mutual Fort Lauderdale, FL Start date: 5/2/2023 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-04-11
  • S63 Uniform Securities Agent State Law Examination
    2015-04-11
Designations
Other Names
  • Kyle Lewis Terzak
  • Kyle Terzak

View on SEC IAPD

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Other Offices

PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bonita Springs, FL

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