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Tyler Reed Lewis

Prospera Financial Services, Inc.

Laconia, NH

CRD 6812159

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Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Prospera Financial Services, Inc.

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-11
NH RA APPROVED 2024-04-29
  • TX RA
    APPROVED
    Since 2026-02-11
  • NH RA
    APPROVED
    Since 2024-04-29

Branch Locations

51 Elm St Ste 106, Laconia, NH 03246 • 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
Edward Jones Colchester CT 06/2019 08/2019
Bryant University Rhode Island RI 10/2017 05/2020
Reed Wealth Management Colchester CT 05/2018 08/2018
Reed Wealth Management Colchester CT 05/2017 08/2017
School/Student Smithfield RI 09/2016 05/2017
School/Student Smithfield RI 09/2017 05/2018
School/Student Smithfield RI 09/2018 06/2019
School/Student Smithfield RI 09/2019 05/2020
Unemployment Colchester CT 05/2020 09/2020
Cetera Advisor Networks El Segundo CA 09/2020 03/2021
Prospera Financial Services Inc. Dallas TX 03/2021 Present
  • 06/2019 → 08/2019
    Edward Jones
    Colchester, CT
  • 10/2017 → 05/2020
    Bryant University
    Rhode Island, RI
  • 05/2018 → 08/2018
    Reed Wealth Management
    Colchester, CT
  • 05/2017 → 08/2017
    Reed Wealth Management
    Colchester, CT
  • 09/2016 → 05/2017
    School/Student
    Smithfield, RI
  • 09/2017 → 05/2018
    School/Student
    Smithfield, RI
  • 09/2018 → 06/2019
    School/Student
    Smithfield, RI
  • 09/2019 → 05/2020
    School/Student
    Smithfield, RI
  • 05/2020 → 09/2020
    Unemployment
    Colchester, CT
  • 09/2020 → 03/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2021 → Present
    Dallas, TX
Previous Registrations
  • 2021-01-06 → 2021-03-24
    Summit Financial Group Inc
    Colchester, CT
  • 2021-01-06 → 2021-01-06
    Cetera Wealth Services, Llc
    Colchester, CT
Other Businesses

1) Reed Wealth Management; Investment Related - No; 51 Elm Street Suite 106, Laconia, NH, USA, 03246; Financial Advisor; 03/2021; 200 Hours Per Month; 130 During Trading Hours; Selling Investments and Insurance Products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-26
  • S66 Uniform Combined State Law Examination
    2020-12-26
Other Names
  • Tyler Lewis

View on SEC IAPD

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