Kyle Platt is a registered investment advisor, based in Elmhurst, IL, with 15 years of industry experience.
Location
940 N. Industrial Dr., Elmhurst, IL, 60126-1131
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle sells insurance products, dedicating a few hours per week to this activity. He also owns and manages real estate, operates a CPA firm full-time, and volunteers on a homeowner's association board.
Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
June 2024 - Present · 2 yrs 1 mo
Lasalle St. Investment Advisors, L.L.C.
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
November 2017 - June 2024 · 6 yrs 7 mos
Securities America, INC.Broker
November 2017 - June 2024 · 6 yrs 7 mos
PNC InvestmentsBroker
October 2013 - April 2017 · 3 yrs 6 mos
PNC Investments
October 2013 - April 2017 · 3 yrs 6 mos
Edward Jones
July 2010 - September 2013 · 3 yrs 2 mos
Edward JonesBroker
June 2010 - September 2013 · 3 yrs 3 mos
State Registrations1 state
IN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.