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Tyler Ray Needler

Wealth Advisory Solutions, LLC

Zionsville, IN

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Current Employers
Wealth Advisory Solutions, Llc

1630 W Oak St Suite 201, Zionsville, IN 46077 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-07-27
  • IN RA
    APPROVED
    Since 2017-07-27

Branch Locations

1630 W Oak St Suite 201, Zionsville, IN 46077 • 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
Canterbury Investment Management Zionsville IN 07/2016 02/2019
Wealth Advisory Solutions, Llc Zionsville IN 05/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-14
  • S66 Uniform Combined State Law Examination
    2009-07-14

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC · ZIONSVILLE, IN
J.P. MORGAN SECURITIES LLC · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT · Zionsville, IN

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