Kyle Joseph Healy

Current Employers

Iqvestment, Llc

Charlotte, NC • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-02
NC	RA	APPROVED	2025-09-02

NY RA
APPROVED

Since 2025-09-02
NC RA
APPROVED

Since 2025-09-02

Branch Locations

New York, NY • United States

Charlotte, NC • 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

Organization	City	State	From	To
Iqvestment, Llc	Charlotte	NC	01/2021	Present
National Financial Services Llc	Jersey City	NJ	07/2020	12/2020
Us Army	Fort Wainwright	AK	08/2016	04/2020
Unemployed	Huntington	NY	05/2020	06/2020
Unemployed	Huntington	NY	05/2016	08/2016
Full Time Student	New York City	NY	01/2013	05/2016

01/2021 → Present

Iqvestment, Llc

Charlotte, NC
07/2020 → 12/2020

National Financial Services Llc

Jersey City, NJ
08/2016 → 04/2020

Us Army

Fort Wainwright, AK
05/2020 → 06/2020

Unemployed

Huntington, NY
05/2016 → 08/2016

Unemployed

Huntington, NY
01/2013 → 05/2016

Full Time Student

New York City, NY

Other Businesses

FusionIQ LLC. FinTech firm that provides back and middle office services to Financial companies including RIAs, Broker-Dealers, Banks, etc. This is investment related. 11823 Nester Place, Charlotte, NC, USA, 28273. No official position with Fusion IQ, but may provide support services from time to time. Start date 01/2021. Approximately under 5 hours per month, all during securities trading hours. Assisting with client servicing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-27

S65 Uniform Investment Adviser Law Examination

2025-08-27