Kyle Aaron Anglin

955,800 advisory clients

Reported services (Item 5G)

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

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-05-31
CA	RA	APPROVED	2021-02-03

Branch Locations

Peoria, AZ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Phoenix	AZ	12/2013	10/2016
United Planners Financial Services	Scottsdale	AZ	10/2016	10/2017
Arizona Precision Security	Phoenix	AZ	10/2017	12/2018
United Planners' Financial Services Of America A Limited Partner	Scottsdale	AZ	01/2019	11/2020
Giallo Consulting Llc	Glendale	AZ	01/2018	01/2019
Charles Schwab & Co., Inc.	Phoenix	AZ	01/2021	Present

12/2013 → 10/2016

Charles Schwab & Co., Inc.

Phoenix, AZ
10/2016 → 10/2017

United Planners Financial Services

Scottsdale, AZ
10/2017 → 12/2018

Arizona Precision Security

Phoenix, AZ
01/2019 → 11/2020

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ
01/2018 → 01/2019

Giallo Consulting Llc

Glendale, AZ
01/2021 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-22
S63	Uniform Securities Agent State Law Examination	2014-05-16