# KYLE JORDAN LADD

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.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [O'DONNELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/172520) | 2025-10-16 | present | Yes |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2025-03-24 | 2025-03-24 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-01-26 | 2024-01-10 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2021-02-11 | 2023-09-07 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2021-02-11 | 2022-10-14 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-03-15 | 2020-12-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-03-15 | 2021-01-11 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2017-02-23 | 2018-03-15 | — |
| [O'DONNELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/172520) | 2016-01-12 | 2017-05-19 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2014-01-10 | 2015-06-08 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-02-16 | 2013-11-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6003290)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6003290.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.