RIA Intelligence

POLYMATH FINANCIAL, LLC

CRD #317704 SEC #801-123340 ORLANDO, FL 407-492-9089
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 31, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SMITH, KYLE, JANICEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Aug 31, 2022 REGISTERED

Notice Filings (1)

FL

Address

2305 EDGEWATER DR
#1305
ORLANDO, FL 32804
United States
Phone: 407-492-9089