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Kyle Sweeney

Charles Schwab & Co., Inc.

Cincinnati, OH

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-04-08
  • KY RA
    APPROVED
    Since 2026-04-08

Branch Locations

7835 Kenwood Road, Cincinnati, OH 45236 • 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
Fidelity Investments Covington KY 06/2024 05/2025
Citi Florence KY 02/2023 06/2024
Bank Of America Cincinnati OH 02/2022 02/2023
D1 Sports Training Hebron KY 05/2021 02/2022
Gold's Gym Knoxville TN 09/2020 05/2021
Fedex Knoxville TN 09/2020 10/2020
D1 Sports Training Knoxville TN 08/2019 09/2020
The Perfect Mound Fenton MO 08/2018 08/2019
Crosswinds Golf Course Bowling Green KY 05/2017 05/2018
Walgreens Bowling Green KY 02/2016 05/2017
Philly Wagon Sauget IL 04/2011 08/2019
Charles Schwab & Co., Inc. Cincinnati OH 05/2025 Present
  • 06/2024 → 05/2025
    Fidelity Investments
    Covington, KY
  • 02/2023 → 06/2024
    Citi
    Florence, KY
  • 02/2022 → 02/2023
    Bank Of America
    Cincinnati, OH
  • 05/2021 → 02/2022
    D1 Sports Training
    Hebron, KY
  • 09/2020 → 05/2021
    Gold's Gym
    Knoxville, TN
  • 09/2020 → 10/2020
    Fedex
    Knoxville, TN
  • 08/2019 → 09/2020
    D1 Sports Training
    Knoxville, TN
  • 08/2018 → 08/2019
    The Perfect Mound
    Fenton, MO
  • 05/2017 → 05/2018
    Crosswinds Golf Course
    Bowling Green, KY
  • 02/2016 → 05/2017
    Walgreens
    Bowling Green, KY
  • 04/2011 → 08/2019
    Philly Wagon
    Sauget, IL
  • 05/2025 → Present
    Charles Schwab & Co., Inc.
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
S63 Uniform Securities Agent State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2026-04-08
  • S63 Uniform Securities Agent State Law Examination
    2024-09-26

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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