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Tyler James Holes

Hbks Wealth Advisors

Naples, FL

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Current Employers
Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-14
TX RA APPROVED 2024-03-06
FL RA APPROVED 2022-09-14
  • PA RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2024-03-06
  • FL RA
    APPROVED
    Since 2022-09-14

Branch Locations

3838 Tamiami Trail N Suite 100, Naples, FL 34103 • 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
Hbks Wealth Advisors Naples FL 05/2022 Present
United States Air Force Tullahoma TN 01/2018 02/2022
National Aerospace Solutions, Llc Tullahoma TN 05/2016 01/2018
  • 05/2022 → Present
    Hbks Wealth Advisors
    Naples, FL
  • 01/2018 → 02/2022
    United States Air Force
    Tullahoma, TN
  • 05/2016 → 01/2018
    National Aerospace Solutions, Llc
    Tullahoma, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
Designations

View on SEC IAPD

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