Kyle Dodson has been an investment adviser representative at The Advisory Group of San Francisco since August 2024, and is not listed among the firm’s executive officers or direct owners.
The Advisory Group of San Francisco, LLC is a San Francisco, CA firm with $810M under management, 140 clients and 5 advisers across 6 offices, as of its March 2026 filing.
Kyle Dodson’s longest registration is the current one, 2 years at The Advisory Group of San Francisco since 2024. Before joining The Advisory Group of San Francisco in 2024, Kyle Dodson was registered through Truepoint, Inc.
- – present · 2 yearsMiamisburg, OH · Adviser representative · Firm CRD 108110
- Truepoint, Inc.– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 105664
Investment adviser representative registrations
Kyle Dodson is registered as an investment adviser representative in 2 states. Each was approved in August 2024.
- CaliforniaSince 5 August 2024
- OhioSince 5 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 1 May 2024 |
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle Whitney Dodson
- CRD
- 6648879
- Firm
- The Advisory Group of San Francisco · CRD 108110
- Office
- Miamisburg, OH
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Dodson work?
Kyle Dodson is an investment adviser representative registered through The Advisory Group of San Francisco, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Dodson a financial advisor?
Yes. Kyle Dodson has a current investment-adviser registration in California and Ohio, through The Advisory Group of San Francisco since August 2024.
How many years of experience does Kyle Dodson have?
Kyle Dodson has 3 years in the financial industry, since June 2023, across 2 adviser firms.
What exams has Kyle Dodson passed?
Kyle Dodson passed the SIE in May 2024.
Where did Kyle Dodson work before The Advisory Group of San Francisco?
Before The Advisory Group of San Francisco, Kyle Dodson was registered through Truepoint, Inc., March 2023 to April 2024.
Where is Kyle Dodson based?
Kyle Dodson’s registered office is in Miamisburg, OH.
Is Kyle Dodson registered with FINRA?
No. Kyle Dodson has no current broker registration.
How can I verify Kyle Dodson’s record?
Search CRD 6648879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Dodson’s full registration record.