Best Investors Account Sign in
Inactive

Kyle Matthew Long

Long Planning, LLC

Geneva, IL

Claim This Profile
Current Employers
Long Planning, Llc

25 N River Ln Suite 25455, Geneva, IL 60134 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-01
IL RA APPROVED 2022-11-28
  • TX RA
    APPROVED_RES
    Since 2022-12-01
  • IL RA
    APPROVED
    Since 2022-11-28

Branch Locations

25 N River Ln Suite 25455, Geneva, IL 60134 • 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
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
  • 10/2014 → 10/2016
    Somerset Cpas
    Indianapolis, IN
  • 12/2016 → 05/2018
    Lpl Financial, Llc
    St. Charles, IL
  • 12/2016 → 07/2018
    Highpoint Advisor Group, Llc Dba Onpath Financial
    St. Charles, IL
  • 06/2018 → 09/2021
    D.L. Purvine Cpa, Pllc
    Geneva, IL
  • 09/2019 → 11/2022
    Hollister, CA
  • 10/2021 → Present
    Kyle Long, Cpa
    Geneva, IL
  • 12/2021 → Present
    Geneva, IL
  • 10/2022 → Present
    D.L. Purvine, Pllc
    Clayton, NC
Previous Registrations
  • 2019-10-08 → 2022-11-29
    Geneva, IL
    Meridian, ID
    Hollister, CA
    Geneva, IL
  • 2017-02-16 → 2018-07-11
    Highpoint Planning Partners
    Saint Charles, IL
    Downers Grove, IL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-14
  • S66 Uniform Combined State Law Examination
    2017-01-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Geneva, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor