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Kyle David Sullivan

Lument Securities, LLC

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About Kyle David Sullivan

Kyle David Sullivan is a registered representative with Lument Securities, LLC. Kyle has been in the securities industry since May 2017. He is registered in Ohio and holds the Series 52 and SIE licenses. Kyle is a graduate of The Ohio State University.

Firm Information

Kyle Sullivan is currently registered with Lument Securities, LLC. Lument Securities, LLC is a Limited Liability Company formed in May 2010. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kyle Sullivan’s Registration & Firm History

OH

05/02/2017 - Present

Lument Securities, LLC (COLUMBUS OH)

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Licenses & Designations

IA

Issued 04/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2017

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle David Sullivan.
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