Tyler Robinson Elliott

Employer firm

Watershed Wealth Planning LLC CRD 285980

$31.2M regulatory AUM 20 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Watershed Wealth Planning Llc

7972 Se 13Th Ave Suite 102, Portland, OR 97202 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APP_PEND_IARCE	2026-01-01

OR RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

7972 Se 13Th Ave Suite 102, Portland, OR 97202 • 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

Organization	City	State	From	To
Penn Mutual Life Ins Co	Horsham	PA	02/2014	11/2016
Hornor Townsend & Kent Inc	Horsham	PA	02/2014	11/2016
Watershed Wealth Planning Llc	Portland	OR	11/2016	Present

02/2014 → 11/2016

Penn Mutual Life Ins Co

Horsham, PA
02/2014 → 11/2016

Hornor Townsend & Kent Inc

Horsham, PA
11/2016 → Present

Watershed Wealth Planning Llc

Portland, OR

Previous Registrations

2014-06-05 → 2016-11-03

Hornor, Townsend & Kent, Llc

Lake Oswego, OR

Other Businesses

ALBANY STREET, LLC, NOT INVESTMENT-RELATED, 1220 NW ALBANY AVENUE, BEND, OR 97701, RENTAL PROPERTY, LANDLORD/OWNER, START DATE: 06/2014, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: MAINTENANCE WORK PM THE PROPERTY.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-29

S66 Uniform Combined State Law Examination

2014-04-29

Designations

Certified Financial Planner

Other Names

Tyler Elliott

View on SEC IAPD