Kyle Andrew Platt

Current Employers

Employment History

• 10/2013 → 11/2017
  Pnc Investments
  Indianapolis, IN
• 10/2013 → 11/2017
  Pnc Bank
  Indianapolis, IN
• 11/2017 → 06/2024
  Securities America, Inc.
  Noblesville, IN
• 11/2017 → 06/2024
  Securities America Advisors
  Noblesville, IN
• 06/2024 → Present
  Lasalle St. Securities, Llc
  Elmhurst, IL

Previous Registrations

• 2017-11-02 → 2024-06-17
  Securities America Advisors, Inc.
  Noblesville, IN
  Indianapolis, IN
• 2013-10-24 → 2017-04-28
  Pnc Wealth Management Llc
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2010-07-13 → 2013-09-26
  Edward Jones
  Carmel, IN
  St Louis, MO

Other Businesses

***PRIVATE CAPITAL MANAGEMENT GROUP INC - DBA ***PRIVATE CAPITAL MANAGEMENT GROUP INC. POSITION: Producer NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/15/2017 ADDRESS: 835 Conner St, Noblesville IN 46060 DESCRIPTION: Prospect and sell insurance products for clients. ***PCCG REAL ESTATE LLC POSITION: Owner/property manager NATURE: I purchased a building for my CPA firm to operate from going forward. The closing occurred 12/29/2020. It is owned by a single member LLC, and rents space to my CPA firm as well as other tenants. The other tenants are not securities clients, nor are they investment advisors themselves. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/29/2020 ADDRESS: 9951 Crosspoint Blvd Suite 100, Indianapolis IN 46256 DESCRIPTION: I am the new property owner and property manager. I will responsible for paying the mortgage on the building, paying utilities, collecting rent, and finding new tenants as applicable. ***PRIVATE CONSULTING & CPA GROUP, LLC POSITION: Owner/CPA NATURE: CPA - accounting, bookkeeping, payroll and tax services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2017 ADDRESS: 9951 Crosspoint Blvd Suite 100, Indianapolis IN 46256 DESCRIPTION: We offer consulting, bookkeeping, tax preparation, and other accounting services. ***WESTWIND II HOMEOWNERS ASSOCATION LLC POSITION: Volunteer at-large board member NATURE: Owner's association board member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 3200 Broadmoor Ave SE, Grand Rapids MI 49512 DESCRIPTION: I have been asked to join the board of a condo/timeshare we have owned since 2005. It is an unpaid position consisting of a monthly phone call to discuss operations of the resort. I will not be in control of or able to access any funds. Fixed Insurance

Exams

• S66 Uniform Combined State Law Examination
  2010-07-09

Other Names

• Kyle Platt