# KYLE KVALHEIM

KYLE KVALHEIM is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with KV FINANCIAL ADVICE LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KV FINANCIAL ADVICE LLC](https://search.stillhousedata.com/firm/331462) | 2024-06-25 | present | Yes |
| [HB WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/316731) | 2021-11-08 | 2024-01-05 | — |
| [HOMRICH BERG](https://search.stillhousedata.com/firm/108189) | 2020-12-11 | 2021-11-21 | — |
| [KV FINANCIAL PLANNING](https://search.stillhousedata.com/firm/283271) | 2018-05-08 | 2019-12-31 | — |
| [NOVA WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/125489) | 2017-09-07 | 2018-05-09 | — |
| [KV FINANCIAL PLANNING](https://search.stillhousedata.com/firm/283271) | 2016-06-14 | 2017-11-01 | — |
| [BT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/147729) | 2014-08-01 | 2016-05-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6374100)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6374100.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.