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Tyler William Rima

Form Wealth Advisors, LLC

Lake Geneva, WI

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Current Employers
Form Wealth Advisors, Llc

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
WI RA APPROVED 2025-02-12
  • TX RA
    APPROVED
    Since 2025-11-20
  • WI RA
    APPROVED
    Since 2025-02-12

Branch Locations

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • 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
Lettuce Entertain You, Inc. Chicago IL 03/2015 09/2024
Form Wealth Advisors, Llc Lake Geneva WI 08/2024 Present
Raymond James Financial Services, Inc. Lake Geneva WI 08/2024 10/2024
Form Wealth Advisors, Llc Lake Geneva WI 01/2025 Present
  • 03/2015 → 09/2024
    Lettuce Entertain You, Inc.
    Chicago, IL
  • 08/2024 → Present
    Form Wealth Advisors, Llc
    Lake Geneva, WI
  • 08/2024 → 10/2024
    Raymond James Financial Services, Inc.
    Lake Geneva, WI
  • 01/2025 → Present
    Form Wealth Advisors, Llc
    Lake Geneva, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
  • S66 Uniform Combined State Law Examination
    2025-01-03
Other Names
  • Tyler W Rima

View on SEC IAPD

Other Firms

GENEVA PARTNERS, LLC
EDWARD JONES
STACKSTONE WEALTH, LLC
BEACON POINTE ADVISORS, LLC
KRAMER INVESTMENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

VALERIE ANN LAMP
SCOTT GREGORY FARROW
Dean Robert Schwefel
LOREN TERRY COOK
THOMAS EUGENE ROWE
MARK STEPHAN MCCURRY
STEVEN PERRY SCHWEFEL
Grant Seitz

Other Offices

GENEVA PARTNERS, LLC · LAKE GENEVA, WI
EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI
BEACON POINTE ADVISORS, LLC · Lake Geneva, WI
KRAMER INVESTMENT SERVICES, LLC · LAKE GENEVA, WI
U.S. BANCORP ADVISORS, LLC · Lake Geneva, WI
HARBOUR INVESTMENTS, INC. · Lake Geneva, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKE GENEVA, WI

More in Lake Geneva, WI

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