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Current Employers
The Art And Science Of Successful Planning

3949 Evans Ave., Unit 300, Ft. Myers, FL 33901 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2006-07-06
  • FL RA
    APPROVED
    Since 2006-07-06

Branch Locations

3949 Evans Ave., Unit 300, Ft. Myers, FL 33901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
The Art & Science Of Successful Planning Fort Myers FL 08/2001 Present
  • 08/2001 → Present
    The Art & Science Of Successful Planning
    Fort Myers, FL
Previous Registrations
  • 2010-12-09 → 2018-02-26
    Osaic Services, Inc.
    Phoenix, AZ
    Fort Myers, FL
  • 2006-07-06 → 2010-12-31
    Fort Myers, FL
  • 2008-02-06 → 2010-10-22
    Cetera Advisors Llc
    Ft. Myers, FL
    Greenwood Village, CO
Other Businesses

Tyler G. Harrelson, PA, D/B/A ASOSP is a licensed Life and Health insurance agency brokering fixed non-securities related insurance products through numerous insurance companies, which Tyler G. Harrelson is appointed. Tyler G. Harrelson, PA D/B/A Art and Science of Successful Planning is also a brokerage and a consultant on both (P.E.O.) Professional Employer Organizations, and employee benefits, and is licensed with numerous PEO's, HMO's/PPO's/EPO's, and insurance companies. Tyler G. Harrelson, PA D/B/A ASOSP also participates in numerous US service branch local Veteran events, and is a lifetime founding corporate charter member of "Invest In America's Veterans Foundation", which is a 501(3) c organization that I am a volunteering contributor to. Tyler G. Harrelson, is also actively engaged in various senior oriented associations and has served on numerous Board of Directors over the years. To name a few OCEAN, Inter Agency, NAIPC, and Landmark Professional Condominium Association, Inc. Ultra Magnus Enterprises, LLC is another entity which Tyler G. Harrelson is affiliated which maintains office space, and restaurant space & equipment for lease. ADDRESS to the above OBA's: 3949 Evans Ave., Unit 300, Fort Myers FL 33901

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-23
S63 Uniform Securities Agent State Law Examination 1996-10-25
  • S65 Uniform Investment Adviser Law Examination
    1998-12-23
  • S63 Uniform Securities Agent State Law Examination
    1996-10-25

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