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Detailed Report
KYLE GORDON ROBERTS
CRD#: 4470866
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 565 METRO PLACE S
STE 300
DUBLIN, OH 43017
Registration History
2002200420062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2011 - Present (13 years)BPFS INVESTMENTS INC. (CRD# 10111)2002 - Present (23 years)
Disclosure(s)
View By:
8/9/2021
Judgment / Lien
6/9/2008
Customer Dispute
Settled
License(s)

State Registrations

B
California 9/17/2021
IA
Ohio 8/3/2011
B
Massachusetts 1/11/2021
B
South Carolina 4/28/2020
B
Missouri 4/28/2020
B
Texas 4/27/2020
B
New Jersey 8/15/2022
B
Virginia 9/18/2019
B
New York 8/12/2022
B
Washington 6/19/2020
B
Ohio 2/20/2002

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
565 METRO PLACE S STE 300, DUBLIN, OH 43017
COLUMBUS, OH
Registered with this firm since 8/3/2011
B
PFS INVESTMENTS INC. (CRD#:10111)
565 METRO PLACE S STE 300, DUBLIN, OH 43017
COLUMBUS, OH
Registered with this firm since 2/20/2002
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.