Kyle David Sikes

Current Employers

Employment History

• 01/2016 → 01/2017
  Prospera Financial Services
  Dallas, TX
• 02/2017 → 03/2019
  Kalos Capital
  Alpharetta, GA
• 02/2017 → 03/2019
  Kalos Management
  Alpharetta, GA
• 03/2019 → 07/2019
  Kalos Capital
  Alpharetta, GA
• 03/2019 → 07/2019
  Kalos Management
  Alpharetta, GA
• 07/2019 → 09/2024
  Dempsey Lord Smith, Llc
  Rome, GA
• 05/2024 → Present
  Wealthpoint Advisors
  Cramerton, NC

Previous Registrations

• 2019-07-22 → 2024-09-11
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
  Belmont, NC
  Cramerton, NC
  Gastonia, NC
• 2017-03-02 → 2019-07-22
  Kalos Management
  Belmont, NC
  Ponte Vedra Beach, FL
• 2016-01-11 → 2017-01-05
  Prospera Financial Services, Inc.
  Belmont, NC
  Dallas, TX
• 2014-11-10 → 2016-01-12
  Capital Guardian Wealth Management, Llc
  Miami, FL
  Belmont, NC

Other Businesses

CAROMONT CARE ADVOCATES POSITION: Board Member / Advocate NATURE: Board Member / Advocates council INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 2525 Court Dr., Gastonia NC 28054, United States DESCRIPTION: The mission of the CaroMont Care Advocates Council is to advocate for patients and their families by advising CaroMont Health and Medical Staff Leadership on decisions that will guide them in creating and sustaining a patient and family centered environment of caring and provide exceptional healthcare to the communities CaroMont Health serves. The goals of the council are: Delivery of Safe and Patient Focused Services:To serve as advisors to Senior Leadership and CaroMont Health staff to assure that care and services are safe, efficient and patient and family focused. Integrating the Voice of the Patient:To lend a patient and family perspective in the development of new services or the improvement of existing services throughout CaroMont Health. Education:To create educational opportunities that improve sensitivity to patient and family concerns, and to suggest effective ways of managing the staff-to-patient and family relationship. Enhancing Communicaiton:To encourage patients and families to communicate their needs and concerns and to assist CaroMont Health in developing effective methods of addressing these needs and concerns, and to help CaroMont Health achieve a Highly Reliable Organization and Zero Harm. KDS FINANCIAL SERVICES LLC POSITION: Owner NATURE: Comprehensive financial and insurance planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2019 ADDRESS: 3751 Kennedy Rd, Gastonia NC 28056, United States DESCRIPTION: Comprehensive Financial and Insurance Planning NEXT GENERATION FUND POSITION: Board Member NATURE: Next Generation Fund is a charitable fund, or giving circle, for singles and couples interested in philanthropy. This giving circle allows you to pool your resources with others in the community and put your philanthropic dreams into action. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1201 E. Garrison Blvd., Gastonia NC 20854, United States DESCRIPTION: Board Member SSI HOLDINGS, LLC- REAL ESTATE HOLDING - 33.3% OWNERSHIP - 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032 SSI WEALTH MANAGEMENT, LLC DBA FOR WEALTHPOINT ADVISORS- 33.3% OWNERSHIP- 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032. WEALTHPOINT ADVISORS- DBA FOR FINANCIAL SERVICES- POSITION: FINANCIAL ADVISOR, STARTED 09/2021. APPX HOURS PER MONTH 160/ 40 HOURS DURING SECURITIES TRADING HOURS.- 102 HIDDEN PASTURES DR. STE 216 CRAMERTON, NC 28032 INDEPENDENT INSURANCE AGENT UTILIZING FMO ADVISORS EXCEL, INVESTMENT RELATED, 2/2022

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10