KYLE R LEWIE is an investment adviser representative (IAR) with state registration records since 1997, appearing at 8 firms. Currently registered with OPTIVISE ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OPTIVISE ADVISORY SERVICES LLC | 2021-01-04 | present | Yes |
| OPTIVISE ADVISORY SERVICES LLC | 2019-06-12 | 2020-12-31 | — |
| BLUE DUCK WEALTH MANAGEMENT | 2017-05-25 | 2019-06-28 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2015-08-03 | 2016-10-13 | — |
| LPL FINANCIAL LLC | 2012-10-05 | 2015-07-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-09-12 | 2012-10-09 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2008-09-22 | — |
| MORGAN STANLEY DW INC. | 2006-08-25 | 2007-04-02 | — |
| UBS FINANCIAL SERVICES INC. | 1997-05-09 | 2006-09-05 | — |