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25 N River Ln Suite 25455, Geneva, IL 60134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-01 |
| IL | RA | APPROVED | 2022-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Somerset Cpas | Indianapolis | IN | 10/2014 | 10/2016 |
| Lpl Financial, Llc | St. Charles | IL | 12/2016 | 05/2018 |
| Highpoint Advisor Group, Llc Dba Onpath Financial | St. Charles | IL | 12/2016 | 07/2018 |
| D.L. Purvine Cpa, Pllc | Geneva | IL | 06/2018 | 09/2021 |
| Inspire Advisors, Llc | Hollister | CA | 09/2019 | 11/2022 |
| Kyle Long, Cpa | Geneva | IL | 10/2021 | Present |
| Long Planning, Llc | Geneva | IL | 12/2021 | Present |
| D.L. Purvine, Pllc | Clayton | NC | 10/2022 | Present |
Kyle M. Long is the Owner of Kyle Long, CPA (public accounting firm). At times, he will refer clients between LP and Kyle Long, CPA when appropriate, but will not receive any compensation in exchange for the referral. Clients are never obligated to use the services of either party recommended to them. He devotes approximately 5% of his time during market trading hours to this activity. Kyle M. Long is employed as a CPA at D.L. Purvine, PLLC. This activity accounts for 15-20% of his time during regular trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-14 |
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