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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-28 |
| ID | RA | APPROVED | 2023-06-20 |
Branch Locations
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Coast Guard | Elizabeth City | NC | 03/2015 | 03/2017 |
| Tyler Wealth Management, Llc | Southlake | TX | 09/2020 | 12/2021 |
| United States Coast Guard | Mobile | AL | 03/2017 | 08/2020 |
| Desert Rose Capital Management, Inc. | Meridian | ID | 11/2021 | 03/2023 |
| Desert Rose Capital Management, Inc. | Meridian | ID | 01/2022 | 03/2023 |
| Tyler Wealth Management Llc | Southlake | TX | 03/2023 | 11/2024 |
| Aspen Creek Wealth Management, Llc | Southlake | TX | 11/2024 | Present |
| Aspen Creek Wealth Strategies ,Lcc | Colorado Springs | CO | 03/2023 | Present |
Owner of Jackson Financial Inc, an S Corp created to facilitate payment of financial consulting and insurance compensation, since 2022. This is not an investment related activity. He devotes approximately 30 hours per week to this activity. Owner of Timber and Slate LLC, to invest and buy businesses. This not investment related. He does not participate in the operations of this company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
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