Greg Joseph Kyles

CRD 3243760 · Charles Schwab & Co., Inc. · Oak Brook, IL

IA RegisteredBroker

Also appears in the source record as: Greg Kyles; Gregory J Kyles; Gregory Joseph Kyles

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 6Series 24Series 65Series 63
Registered states (17): Arizona · Colorado · Florida · Illinois · Indiana · Kentucky · Maryland · Massachusetts · Michigan · New Jersey · New York · North Carolina · Ohio · Tennessee · Texas · Washington · Wisconsin
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (16)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Oak Brook, IL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Oak Brook, IL · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Oak Brook, IL · BC capacity

Oct 9, 2017 → Jul 29, 2024
Td Ameritrade Investment Management, LLC
Oak Brook, IL · IA capacity

Oct 11, 2017 → Sep 7, 2023
Td Ameritrade, Inc.
Oak Brook, IL · IA capacity

Oct 11, 2017 → Oct 14, 2022
Investment Advisors Corp
Westmont, IL · IA capacity

Jan 28, 2015 → Sep 15, 2017
Broker Dealer Financial Services Corp.
Westmont, IL · BC capacity

Jan 28, 2015 → Sep 15, 2017
Raymond James & Associates, Inc.
Loves Park, IL · IA capacity

May 29, 2012 → Jul 21, 2014
Raymond James & Associates, Inc.
Loves Park, IL · BC capacity

May 29, 2012 → Jul 21, 2014
John Hancock Distributors LLC
Downers Grove, IL · BC capacity

Oct 12, 2011 → Feb 1, 2012
Edward Jones
St. Louis, MO · IA capacity

Oct 6, 2009 → Feb 2, 2011
Edward Jones
St. Louis, MO · BC capacity

Oct 6, 2009 → Feb 2, 2011
Claymore Securities, Inc.
Geneva, IL · BC capacity

Oct 19, 2005 → Jun 25, 2009
Claymore Advisors, LLC
Lisle, IL · IA capacity

Oct 19, 2005 → Nov 4, 2008
Van Kampen Advisors Inc
Oakbrook Terrace, IL · IA capacity

Mar 9, 2005 → Oct 17, 2005
Van Kampen Funds Inc.
Houston, TX · BC capacity

Jul 23, 1999 → Oct 17, 2005

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3243760 ↗ FINRA BrokerCheck record for CRD 3243760 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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