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Ronald Paul Wyatt

Wyze Wealth Advisors, LLC

Canonsburg, PA

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Current Employers
Wyze Wealth Advisors, Llc

1800 Main Street Suite 230, Canonsburg, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-19
  • PA RA
    APPROVED
    Since 2024-07-19

Branch Locations

1800 Main Street Suite 230, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisers, Llc Newport Beach CA 01/2014 11/2020
True Wealth Design, Llc Akron OH 11/2020 09/2024
Wyze Wealth Advisors, Llc Canonburg PA 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-11
S63 Uniform Securities Agent State Law Examination 1989-04-28
  • S65 Uniform Investment Adviser Law Examination
    2001-07-11
  • S63 Uniform Securities Agent State Law Examination
    1989-04-28
Designations
Other Names
  • Ronald Paul Wyatt
  • Ron Wyatt
  • Ron Paul Wyatt
  • Ronald P Wyatt

View on SEC IAPD

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Other Offices

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LPL FINANCIAL LLC · CANONSBURG, PA
CETERA INVESTMENT ADVISERS LLC · CANONSBURG, PA
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EQUITABLE ADVISORS, LLC · CANONSBURG, PA
CHARLES SCHWAB & CO., INC. · Canonsburg, PA
HUTCHISON WHITEHEAD WEALTH MANAGEMENT · CANONSBURG, PA
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