Kyle Samuel Schliefer

Current Employers

Employment History

• 01/2001 → Present
  Kyle Schliefer, Actor
  Chevy Chase Village, MD
• 02/2016 → 03/2020
  Wag (Dog Walking)
  New York, NY
• 06/2022 → Present
  Equity Planning Inc.
  Bethesda, MD
• 07/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: EQUITY PLANNING INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: KYLE SCHLIEFER, ACTOR; INVESTMENT RELATED: NO; ADDRESS: CHEVY CHASE VILLAGE, MD; NATURE OF BUSINESS: THEATRE AND MOVIES/ TELEVISION ACTING; START DATE: 01/2001; POSITION/TITLE/RELATIONSHIP: ACTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROFESSIONAL ACTOR. PERFORM IN THEATRE AND MOVIES/ TELEVISION. 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/23/2021; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-28
• S65 Uniform Investment Adviser Law Examination
  2023-07-15

Other Names

• Kyle Schliefer