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Tyler Joseph Burns

Compass Ion Advisors, LLC

Chadds Ford, PA

Conshohocken, PA

Wilmington, DE

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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-23
PA RA APPROVED 2023-08-21
  • TX RA
    APPROVED
    Since 2023-10-23
  • PA RA
    APPROVED
    Since 2023-08-21

Branch Locations

Mendenhall Station 330 Kennett Pike Suite 209, Chadds Ford, PA 19317 • United States

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Wilmington, DE • 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
Ballentine Capital Advisors Greenville SC 09/2020 08/2023
Efficient Advisors Llc Philadelphia PA 01/2019 08/2020
Captrust Financial Advisors Chadds Ford PA 09/2018 12/2018
Klondike Kater Newark DE 01/2017 12/2018
Delaware Claims Processing Facility Wilmington DE 05/2017 08/2017
Full-Time Student Newark DE 08/2014 09/2018
Compass Ion Advisors, Llc Conshohocken PA 08/2023 Present
Keel Point Capital, Llc Huntsville AL 08/2023 Present
  • 09/2020 → 08/2023
    Ballentine Capital Advisors
    Greenville, SC
  • 01/2019 → 08/2020
    Efficient Advisors Llc
    Philadelphia, PA
  • 09/2018 → 12/2018
    Captrust Financial Advisors
    Chadds Ford, PA
  • 01/2017 → 12/2018
    Klondike Kater
    Newark, DE
  • 05/2017 → 08/2017
    Delaware Claims Processing Facility
    Wilmington, DE
  • 08/2014 → 09/2018
    Full-Time Student
    Newark, DE
  • 08/2023 → Present
    Compass Ion Advisors, Llc
    Conshohocken, PA
  • 08/2023 → Present
    Keel Point Capital, Llc
    Huntsville, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-10
S63 Uniform Securities Agent State Law Examination 2021-05-01
  • S65 Uniform Investment Adviser Law Examination
    2021-07-10
  • S63 Uniform Securities Agent State Law Examination
    2021-05-01
Designations

View on SEC IAPD

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