Kyle Summerville has been an investment adviser representative at Moss, Luse & Womble since April 2026, and is not listed among the firm’s executive officers or direct owners.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
Kyle Summerville’s longest registration was 3 years at Charles Schwab & Co., Inc. (2022–2026). Before joining Moss, Luse & Womble in 2026, Kyle Summerville was registered through Charles Schwab & Co., Inc.
- Moss, Luse & Womble, LLCCurrent– present · under a yearPlano, TX · Adviser representative · Firm CRD 152841
- Charles Schwab & Co., Inc.– · 3 yearsWestlake, TX · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Kyle Summerville is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 3 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 November 2022 |
| Series 7TO | General Securities Representative Examination | 28 June 2021 |
| SIE | Securities Industry Essentials Examination | 26 March 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle Michael Summerville
- CRD
- 7361375
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Summerville work?
Kyle Summerville is an investment adviser representative registered through Moss, Luse & Womble, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Summerville a financial advisor?
Yes. Kyle Summerville has a current investment-adviser registration in Texas, through Moss, Luse & Womble since April 2026.
How many years of experience does Kyle Summerville have?
Kyle Summerville has 4 years in the financial industry, since January 2022, across 2 adviser firms.
What exams has Kyle Summerville passed?
Kyle Summerville has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2021.
Where did Kyle Summerville work before Moss, Luse & Womble?
Before Moss, Luse & Womble, Kyle Summerville was registered through Charles Schwab & Co., Inc., November 2022 to March 2026.
Where is Kyle Summerville based?
Kyle Summerville’s registered office is in Plano, TX.
Is Kyle Summerville registered with FINRA?
No. Kyle Summerville has no current broker registration.
How can I verify Kyle Summerville’s record?
Search CRD 7361375 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Summerville’s full registration record.
