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Tyler Robert Karl

Heritage Family Offices, LLP

Scottsdale, AZ

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Current Employers
Heritage Family Offices, Llp

9841 E Bell Rd Suite 110, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-21
  • AZ RA
    APPROVED
    Since 2025-10-21

Branch Locations

9841 E Bell Rd Suite 110, Scottsdale, AZ 85260 • 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
Heritage Wealth Management, Llc Phoenix AZ 06/2016 12/2018
Juncture Wealth Strategies, Llc Scottsdale AZ 01/2018 08/2024
Heritage Family Office, Llp Scottsdale AZ 10/2025 Present
Fifth Third Private Bank Columbus OH 08/2024 09/2025
  • 06/2016 → 12/2018
    Heritage Wealth Management, Llc
    Phoenix, AZ
  • 01/2018 → 08/2024
    Juncture Wealth Strategies, Llc
    Scottsdale, AZ
  • 10/2025 → Present
    Heritage Family Office, Llp
    Scottsdale, AZ
  • 08/2024 → 09/2025
    Fifth Third Private Bank
    Columbus, OH
Previous Registrations
  • 2018-10-22 → 2024-08-14
    Juncture Wealth Strategies, Llc
    Scottsdale, AZ
  • 2017-07-24 → 2018-12-14
    Heritage Wealth Management, Llc
    Phoenix, AZ
  • 2018-01-17 → 2018-11-16
    Juncture Wealth Strategies, Llc
    Scottsdale, AZ
  • 2016-06-21 → 2017-08-18
    Heritage Wealth Management, Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-20
S63 Uniform Securities Agent State Law Examination 2015-09-05
  • S65 Uniform Investment Adviser Law Examination
    2016-06-20
  • S63 Uniform Securities Agent State Law Examination
    2015-09-05
Designations

View on SEC IAPD

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PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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