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Tyler James Cleveland

Iwg Investment Advisors LLC

Vila Velha

Casselberry, FL

CRD 4509855

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Employer firm

Iwg Investment Advisors LLC CRD 288942

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Iwg Investment Advisors Llc

Casselberry, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-26
  • FL RA
    APPROVED
    Since 2025-02-26

Branch Locations

Vila Velha • Brazil

Casselberry, FL • 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
Ellevity Capital, Inc. Fairfield IA 03/2016 05/2018
Cleveland Consulting, Inc. Fairfield IA 01/2015 06/2019
Cedar Creek Capital Management, Llc Fairfield IA 06/2019 03/2022
Iwg Investment Advisors Llc Fort Launderdale FL 04/2020 02/2021
Iwg Investment Advisors Llc Delray Beach FL 05/2022 Present
Impact Wealth Group Delray Beach FL 10/2022 Present
C&D Preferred Insurance Solutions Delray Beach FL 01/2025 Present
  • 03/2016 → 05/2018
    Ellevity Capital, Inc.
    Fairfield, IA
  • 01/2015 → 06/2019
    Cleveland Consulting, Inc.
    Fairfield, IA
  • 06/2019 → 03/2022
    Cedar Creek Capital Management, Llc
    Fairfield, IA
  • 04/2020 → 02/2021
    Fort Launderdale, FL
  • 05/2022 → Present
    Delray Beach, FL
  • 10/2022 → Present
    Impact Wealth Group
    Delray Beach, FL
  • 01/2025 → Present
    C&D Preferred Insurance Solutions
    Delray Beach, FL
Previous Registrations
Other Businesses

Independent Property and Casualty agent with C&D Preferred Insurance Solutions, who is an unaffiliated agency, starting 1/2025. - Located at Adviser's office address. Mr. Cleveland engages in providing insurance services. Tennis instructor - Approximately 20 hours per month, not during market hours. Residential office.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-04
S63 Uniform Securities Agent State Law Examination 2002-03-11
  • S65 Uniform Investment Adviser Law Examination
    2015-12-04
  • S63 Uniform Securities Agent State Law Examination
    2002-03-11

View on SEC IAPD

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