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Current Employers
Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-17
  • FL RA
    APPROVED
    Since 2026-04-17

Branch Locations

13400 Sutton Park Drive S. Suite 1501, Jacksonville, FL 32224 • United States

2100 Lake Eustis Dr., Tavares, FL 32778 • 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
Purshe Kaplan Sterling Investments Albany NY 06/2022 07/2024
Thrivent Advisor Network D/B/A 49 Financial Jacksonville FL 07/2022 01/2023
University Of Florida Gainesville FL 07/2021 05/2022
Bluecorddesign&Construction Orlando FL 04/2021 07/2021
University Of Florida Gainesville FL 07/2018 04/2021
Oviedo High School Oviedo FL 05/2012 07/2018
49 Wealth Management, Llc Jacksonville FL 01/2023 03/2026
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 12/2024
Destiny Wealth Partners Tavares FL 03/2026 Present
  • 06/2022 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2022 → 01/2023
    Thrivent Advisor Network D/B/A 49 Financial
    Jacksonville, FL
  • 07/2021 → 05/2022
    University Of Florida
    Gainesville, FL
  • 04/2021 → 07/2021
    Bluecorddesign&Construction
    Orlando, FL
  • 07/2018 → 04/2021
    University Of Florida
    Gainesville, FL
  • 05/2012 → 07/2018
    Oviedo High School
    Oviedo, FL
  • 01/2023 → 03/2026
    49 Wealth Management, Llc
    Jacksonville, FL
  • 07/2024 → 12/2024
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
  • 03/2026 → Present
    Destiny Wealth Partners
    Tavares, FL
Previous Registrations
  • 2023-09-25 → 2026-03-17
    Jacksonville, FL
    Austin, TX
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

Independent Insurance Agent; not investment-related; started 04/2022; approximately 40 hours per month, 40 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2022-04-27
  • S65 Uniform Investment Adviser Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-04-27
Other Names
  • Tyler Nicholas Dodson
  • Tyler Dodson

View on SEC IAPD

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