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Detailed Report
KYLE WAYNE KEPHART
KYLE KEPHART
CRD#: 7132263
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 18975 SW MARTINAZZI AVE
TUALATIN, OR 97062
Registration History
201920202021202220232024202520262 FIRMS2019 - Present (5 years)
License(s)

State Registrations

B
Colorado 12/8/2023
B
Oregon 10/15/2019
B
Iowa 4/17/2024
IA
Oregon 11/7/2019
B
Nevada 2/28/2024
IA
Washington 11/7/2019

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
WELLS FARGO ADVISORS (CRD#:19616)
18975 SW MARTINAZZI AVE, TUALATIN, OR 97062
Registered with this firm since 11/7/2019
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
18975 SW MARTINAZZI AVE, TUALATIN, OR 97062
Registered with this firm since 10/3/2019
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.