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Kyle Porter Mccarthy

Dunham

San Diego, CA

San Diego, CA

San Diego, CA

Austin, TX

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Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-31
CA RA APPROVED 2021-03-31
  • TX RA
    APPROVED_RES
    Since 2023-05-31
  • CA RA
    APPROVED
    Since 2021-03-31

Branch Locations

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Austin, TX • 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
Tesoro High School Rancho Santa Margarita CA 12/2010 05/2017
Coto De Caza Tennis Club Coto De Caza CA 05/2017 08/2017
San Diego State University El Cajon CA 08/2017 05/2018
Applied Medical Rancho Santa Margarita CA 05/2018 08/2018
San Diego State University El Cajon CA 08/2018 05/2019
Gosite San Diego CA 05/2019 09/2020
Unemployed San Diego CA 09/2020 11/2020
Dunham & Associates Investment Counsel, Inc. San Diego CA 12/2020 Present
  • 12/2010 → 05/2017
    Tesoro High School
    Rancho Santa Margarita, CA
  • 05/2017 → 08/2017
    Coto De Caza Tennis Club
    Coto De Caza, CA
  • 08/2017 → 05/2018
    San Diego State University
    El Cajon, CA
  • 05/2018 → 08/2018
    Applied Medical
    Rancho Santa Margarita, CA
  • 08/2018 → 05/2019
    San Diego State University
    El Cajon, CA
  • 05/2019 → 09/2020
    Gosite
    San Diego, CA
  • 09/2020 → 11/2020
    Unemployed
    San Diego, CA
  • 12/2020 → Present
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-29
  • S66 Uniform Combined State Law Examination
    2021-03-29

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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