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Phyllis Martin Kyle

1900 Wealth

San Antonio, TX

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Current Employers
1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-28
  • TX RA
    APPROVED
    Since 2023-09-28

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • 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
Orleans Capital Management Mandeville LA 09/2001 09/2023
1900 Wealth San Antonio TX 09/2023 Present
  • 09/2001 → 09/2023
    Orleans Capital Management
    Mandeville, LA
  • 09/2023 → Present
    1900 Wealth
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-19
S63 Uniform Securities Agent State Law Examination 1987-07-23
  • S65 Uniform Investment Adviser Law Examination
    2023-07-19
  • S63 Uniform Securities Agent State Law Examination
    1987-07-23
Other Names
  • Phyllis Martin

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX
ULRICH INVESTMENT CONSULTANTS · San Antonio, TX

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