Inactive

Tyler Scott Henderson

Monterey Wealth

CRD 5243395

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Employer firm

Monterey Wealth CRD 172577

$300M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Monterey Wealth

200 Ashford Center North Suite 220, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-12-16

OH RA
APPROVED

Since 2022-12-16

Branch Locations

Moscow, OH • United States

200 Ashford Center North Suite 220, Atlanta, GA 30338 • 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

Organization	City	State	From	To
Mml Investors Services Inc	Cincinnati	OH	10/2008	01/2018
Mass Mutual	Cincinnati	OH	08/2008	01/2018
Oxford Financial Partners	Cincinnati	OH	01/2018	12/2022
Monterey Wealth	Atlanta	GA	12/2022	Present

10/2008 → 01/2018

Mml Investors Services Inc

Cincinnati, OH
08/2008 → 01/2018

Mass Mutual

Cincinnati, OH
01/2018 → 12/2022

Oxford Financial Partners

Cincinnati, OH
12/2022 → Present

Monterey Wealth

Atlanta, GA

Previous Registrations

2018-01-21 → 2022-12-19

Oxford Financial Partners

Cincinnati, OH
2011-01-13 → 2018-01-16

Mml Investors Services, Llc

Florence, KY

Cincinnati, OH

Cincinnati, OH

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-03-08

S63 Uniform Securities Agent State Law Examination

2014-03-08

Designations

Certified Financial Planner

View on SEC IAPD

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