# Kyle David Wilhelm

Kyle David Wilhelm is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with SWITCHPOINT FINANCIAL PLANNING LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SWITCHPOINT FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/282856) | 2021-09-29 | present | Yes |
| [INTEGRIS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111336) | 2021-01-04 | 2021-10-04 | — |
| [ROCK HOUSE FINANCIAL](https://search.stillhousedata.com/firm/293909) | 2018-09-04 | 2020-11-25 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2018-02-27 | 2019-05-29 | — |
| [SIMPLICITY WEALTH, LLC](https://search.stillhousedata.com/firm/284785) | 2017-03-17 | 2018-01-29 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2015-04-14 | 2017-03-16 | — |
| [KNOX CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/131000) | 2014-04-21 | 2015-04-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6066686)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6066686.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.