Tyler Drake Wolfson

Employer firm

First Light Retirement, LLC CRD 314509

$844M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors, Llc
  San Diego, CA
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 06/2021 → Present
  First Light Retirement, Llc
  Carlsbad, CA
• 01/2009 → 05/2021
  Wells Fargo Advisors
  Rancho Santa Fe, CA

Previous Registrations

• 2015-05-21 → 2021-06-02
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  Rancho Santa Fe, CA

Other Businesses

1) First Light Adventure Pty Ltd; Investment related: No; Locations: 49 garrick street coolangatta queensland 4225 Australia; Description: The business rents and imports land rover defenders. We don't anticipate having any revenue for 2-3 years but my ownership began 01/09/2023; Position Title: Director; Responsibilities Duties: assisting with strategic business decisions, and (primarily) funding the investment in vehicles. ; Start date: 2023-01-09; Hours per month during trading hours: 0; Hours per month outside trading hours: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-21
• S63 Uniform Securities Agent State Law Examination
  2015-03-10

Other Names

• Tyler D Wolfson