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Kyle E Harvey

Allworth Financial, L.P.

Blue Ash, OH

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-23
  • OH RA
    APPROVED
    Since 2025-01-23

Branch Locations

9987 Carver Rd Suite 100, Blue Ash, OH 45242 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Allworth Financial Blue Ash OH 08/2022 Present
River City Mortgage Blue Ash OH 05/2021 12/2021
New American Funding Louisville KY 01/2022 08/2022
Mason High School Mason OH 07/2013 05/2017
Ohio University Athens OH 08/2017 05/2021
  • 08/2022 → Present
    Allworth Financial
    Blue Ash, OH
  • 05/2021 → 12/2021
    River City Mortgage
    Blue Ash, OH
  • 01/2022 → 08/2022
    New American Funding
    Louisville, KY
  • 07/2013 → 05/2017
    Mason High School
    Mason, OH
  • 08/2017 → 05/2021
    Ohio University
    Athens, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23
Other Names
  • Kyle Edward Harvey

View on SEC IAPD

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DANIEL CORCORAN KILEY
BRIAN P MERRICK

Other Offices

ON INVESTMENT MANAGEMENT CO · Blue Ash, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
THE MATHER GROUP, LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
THE MATHER GROUP, LLC · Cincinnati, OH
EADVISOR LLC · Cincinnati, OH
CETERA INVESTMENT ADVISERS LLC · CINCINNATI, OH

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