Tyler Samuel Bolyard

Current Employers

Employment History

• 08/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Salt Lake City, UT
• 11/2016 → 05/2020
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 05/2020 → Present
  Kestra Investment Services
  Salt Lake City, UT
• 05/2020 → Present
  Kestra Private Wealth Services
  Salt Lake City, UT

Previous Registrations

• 2013-09-03 → 2020-05-12
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Spanish Fork, UT
  Payson, UT
• 2011-12-06 → 2013-09-03
  Edward Jones
  Riverton, UT
  Riverton, UT
  St Louis, MO

Other Businesses

Name: ELEVATED INSURANCE ADVISORS POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 2277 W 700 S, Suite 2A, Springville UT 84663 DESCRIPTION: I would plan to help facilitate introductions and discussions to the team that would quote, sell and service insurance. I would be an owner and would help consult from a big picture planning, operations and strategy role. I would also be involved with existing clients as needed regarding protecting wealth through proper insurance coverage. Name: WEALTH-ITECTURE, LLC POSITION: Owner NATURE: Flow thru entity INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 04/16/2020 ADDRESS: 1433 E 900 S, SALT LAKE CITY UT 84105, United States DESCRIPTION: LLC intended for tax flow thru. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: SUMMIT OAK ADVISOR POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/07/2026 ADDRESS: 2277 W 700 S, Suite 2A, Springville UT 84663-6109, United States DESCRIPTION: Wealth Management services as a client facing advisor. Office leadership and operations duties in business. Name: CUSTOM PAYROLL & ACCOUNTING POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/25/2026 ADDRESS: 5300 Adams Ave Pkwy, Suite 14, Ogden UT 84405, United States DESCRIPTION: Lead the team and find ways to build wealth management relationships with the tax, bookkeeping and payroll clients of the firm.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-02

Other Names

• Tyler Bolyard