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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-20 |
| FL | RA | APPROVED | 2026-01-06 |
| OH | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Beavercreek | OH | 07/2024 | Present |
| Tyler Wealth Management | Muncie | IN | 08/2023 | 05/2024 |
| Charles Schwab | Westlake | TX | 06/2023 | 08/2023 |
| Student | Muncie | IN | 08/2022 | 06/2023 |
| Valeo Financial Advisors | Carmel | IN | 05/2022 | 08/2022 |
| Student | Muncie | IN | 08/2021 | 05/2022 |
| Chick Fil A | Noblesville | IN | 05/2021 | 08/2021 |
| Student | Muncie | IN | 08/2020 | 05/2021 |
| Chick Fil A | Fishers | IN | 05/2020 | 08/2020 |
| Dairy Queen | Fishers | IN | 10/2018 | 08/2020 |
| Student | Fishers | IN | 07/2014 | 08/2020 |
1. TYLER WEALTH MANAGEMENT - NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/18/2025 ADDRESS: 7017 Corporate Way, Dayton OH 45459, United States DESCRIPTION: Notary Public 2. TYLER WEALTH MANAGEMENT - SECURITIES POSITION: Registered Rep/IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/23/2023 ADDRESS: 7017 Corporate Way, Dayton OH 45459, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products 3. TYLER WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/21/2024 ADDRESS: 7017 Corporate Way, Dayton OH 45459, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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