KYLE JORDAN LADD is an investment adviser representative (IAR) with state registration records since 2012, appearing at 8 firms. Currently registered with O'DONNELL FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| O'DONNELL FINANCIAL SERVICES, LLC | 2025-10-16 | present | Yes |
| INDEPENDENT FINANCIAL GROUP, LLC | 2025-03-24 | 2025-03-24 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2024-01-10 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2021-02-11 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2021-02-11 | 2022-10-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-03-15 | 2020-12-31 | — |
| TD AMERITRADE, INC. | 2018-03-15 | 2021-01-11 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-02-23 | 2018-03-15 | — |
| O'DONNELL FINANCIAL SERVICES, LLC | 2016-01-12 | 2017-05-19 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2014-01-10 | 2015-06-08 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-02-16 | 2013-11-14 | — |