Kyle Leonard has been an investment adviser representative at Semmax Financial Advisors since July 2023, and is not listed among the firm’s executive officers or direct owners.
Semmax Financial Advisors, Inc. is a Winston-Salem, NC firm with $495M under management, 826 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Kyle Leonard’s longest registration is the current one, 3 years at Semmax Financial Advisors since 2023. Before joining Semmax Financial Advisors in 2023, Kyle Leonard was registered through Cuso Financial Services, L.P. and Adaptfirst Investments LLC.
- – present · 3 yearsWinston-Salem, NC · Adviser representative · Firm CRD 144978
- Cuso Financial Services, L.P.– · 1 yearClemmons, NC · Adviser representative · Firm CRD 42132
- Adaptfirst Investments LLC– · under a yearMt. Airy, NC · Adviser representative · Firm CRD 289096
- Fund Direct Advisors Inc.– · 2 yearsGreensboro, NC · Adviser representative · Firm CRD 155363
- Edward Jones– · under a yearClemmons, NC · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Kyle Leonard is registered as an investment adviser representative in North Carolina, since July 2023.
- North CarolinaSince 20 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 January 2019 |
| Series 7TO | General Securities Representative Examination | 21 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 13 May 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Adam Leonard
- CRD
- 6312308
- Firm
- Semmax Financial Advisors · CRD 144978
- Office
- 1447 TRADE MART BLVD, Winston-Salem, NC 27127
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Leonard work?
Kyle Leonard is an investment adviser representative registered through Semmax Financial Advisors, Inc. since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Leonard a financial advisor?
Yes. Kyle Leonard has a current investment-adviser registration in North Carolina, through Semmax Financial Advisors since July 2023.
How many years of experience does Kyle Leonard have?
Kyle Leonard has 8 years in the financial industry, since March 2018, across 5 adviser firms.
What exams has Kyle Leonard passed?
Kyle Leonard has passed 3 licensing exams: the Series 7, Series 7TO and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited Kyle Leonard with the SIE, which began in October 2018.
Where did Kyle Leonard work before Semmax Financial Advisors?
Before Semmax Financial Advisors, Kyle Leonard was registered through Cuso Financial Services, L.P., August 2021 to July 2023; Adaptfirst Investments LLC, May 2021 to July 2021; Fund Direct Advisors Inc., January 2019 to May 2021; Edward Jones, June 2014 to March 2015.
Where is Kyle Leonard based?
Kyle Leonard’s registered office is in Winston-Salem, NC.
Is Kyle Leonard registered with FINRA?
No. Kyle Leonard has no current broker registration.
How can I verify Kyle Leonard’s record?
Search CRD 6312308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Leonard’s full registration record.
