Tyson Jon Ray

Current Employers

Employment History

• 01/2014 → 09/2024
  Raymond James Financial Services, Inc.
  Lake Geneva, WI
• 01/2014 → Present
  Form Wealth Advisors, Llc
  Lake Geneva, WI
• 06/2023 → Present
  Form Wealth Advisors
  Lake Geneva, WI

Previous Registrations

• 2014-01-17 → 2024-10-03
  Raymond James Financial Services Advisors, Inc
  Lake Geneva, WI
• 2008-01-01 → 2014-01-30
  Wells Fargo Clearing Services, Llc
  Janesville, WI
  Lake Geneva, WI

Other Businesses

(1)Name of Business: Children's World Impact Address: 431 Geneva National Ave S, Lake Geneva, WI, 53147, United States Activity Type: Non profit Position/Title: Board Member, Chairman of the Board, Founder Investment Related: Yes Start Date: 01/01/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: volunteer and lead organization through board meetings, events and mission trips. (2)Name of Business: FORM Wealth LLC Address: 431 Geneva National Ave S, Lake Geneva, WI, 53147, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/17/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Founding Partner, Branch Manager (3)Name of Business: The Total Relationship Address: 431 Geneva National Ave S, Lake Geneva, WI, 53147-4881, United States Activity Type: Other Position/Title: Author , Consulting Investment Related: Yes Start Date: 04/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author and promoter of the book and its philosophies. (4) Name of Business: JANC IRR TRUST Address: N7176 Lakeshore Ave Elkhorn WI 53121, United States Activity Type: Trustee - manage assets in spouse's irrevocable trust Investment Related: Yes Start Date: 01/25/2025 0 Hours per month devoted to this business. (5) Name of Business: Drive Up Sales AI; Address: N7176 Lakeshore Ave. Elkhorn WI 53121 United States; Position/Title: President; Investment Related: No; Start Date: 2025-11-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Description of duties: Use AI to accelerate the sales cycle. (6) Name of Business: Roof 2 Road; Address: N7176 Lakeshore Ave. Elkhorn WI 53121 United States; Position/Title: registered agent/member; Investment Related: No; Start Date: 2025-08-13; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Description of duties: Power-washing services. (7) Name of Business: Total Succession; Address: 431 Geneva National Ave., S Lake Geneva WI 53147; United States Position/Title: Author; Investment Related: No; Start Date: 2026-01-20; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2; Description of duties: Author of the book Total Succession.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-07
• S63 Uniform Securities Agent State Law Examination
  1998-03-20

Designations