Wilhelm, Kyle, David

C10

IAR CRD 6066686·Industry start 2021-01-09

Identity

Legal name

Wilhelm, Kyle, David

CRD

6066686

NPN

—

Career

Previous employments

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER2018-02-27

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER2015-04-09

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2021-01-09

Est. age

27

Age confidence

—

Est. birth year

1999

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

SWITCHPOINT FINANCIAL PLANNING LLC

IAR · Direct Owner · 17.5% ownership