Kyle Michael Summerville
Investment Adviser Representative at MOSS, LUSE & Womble, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Michael Summerville is an investment adviser representative with MOSS, LUSE & Womble, LLC in Plano, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mass Mutual Life Insurance CompanyNov 2020 – Jun 2021Dallas, TX
- MML Investor Services, LLCApr 2021 – Jun 2021Dallas, TX
- Bay Point Golf ClubJun 2017 – Jul 2017Panama City, FL
- Vaquero ClubMay 2018 – Jul 2018Westlake, TX
- Fidelity InvestmentsJun 2019 – Aug 2019Westlake, TX
- Deloitte & Touche LLPJan 2020 – Mar 2020Dallas, TX
- The Golf Clubs at The TributeMay 2020 – Dec 2020The Colony, TX
- University of OklahomaAug 2016 – Dec 2020Norman, OK
- Charles Schwab & Co., Inc.Jul 2021 – Mar 2026Westlake, TX
- Moss, Luse & Womble, LLCMar 2026 – no end date reportedPlano, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MOSS, LUSE & Womble, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Plano, TX
- SEC file number:
- 801-114973
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Michael Summerville has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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