Tyler G. Beeson

WPA FAMILY OFFICE

Dallas, TX 75244

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CRD#: 4017626

Professional summary

Tyler Gregory Beeson, CFA, CFP®, CIMA®, CPWA® is a registered financial advisor currently at WPA FAMILY OFFICE, LLC located in Dallas, Texas.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Tyler has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SILVER OAK PROPERTY GROUP, L.P., PASSIVE REAL ESTATE PARTNERSHIP, 25 HIGHLAND PARK VILLAGE, SUITE 100-161, DALLAS TX, 75205, PASSIVE REAL ESTATE RENTAL OWNERSHIP, GENERAL PARTNER, 100% OWNER, START DATE: JUNE 2002, THE REAL ESTATE HOLDINGS WILL CONSIST OF A SMALL NUMBER OF INVESTMENT/RENTAL PROPERTIES, 1 HR PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURS, GP OF FLP FOR REAL ESTATE RENTAL PROPERTY PORTFOLIO. Re-List Inc., Not investment related, 3504 Browning St. San Diego, CA 92106. Full service real estate firm; Partner (non-managing, March 2017 start, 4 hours per month, 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Gregory Beeson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2008

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2012-06-18

Expire date: 2024-02-29

Experience

Current

August 30, 2021 - Present

WPA FAMILY OFFICE, LLC

Office #1: 12240 Inwood Road Suite 230, Dallas, TX 75244

RIA

CRD#: 315566

Dallas, TX

Past

January 2, 2018 - September 13, 2021

WESTSHORE WEALTH

RIA

CRD#: 283843

Dallas, TX

Past

September 28, 2015 - November 30, 2017

RGT WEALTH ADVISORS

RIA

CRD#: 104953

DALLAS, TX

Past

October 23, 2009 - September 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

October 23, 2009 - September 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

August 15, 2003 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

DALLAS, TX

Past

August 15, 2003 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

DALLAS, TX

Past

December 3, 2001 - August 20, 2003

BANC OF AMERICA SECURITIES LLC

RIA

CRD#: 26091

SAN FRANCISCO, CA

Past

November 21, 2000 - August 20, 2003

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

January 6, 2000 - October 31, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WPA FAMILY OFFICE, LLC

WEALTH PARTNERS ALLIANCE, FAMILY OFFICE LLC | WPA PRIVATE WEALTH MANAGEMENT | WPA FAMILY OFFICE, LLC | WPA FAMILY OFFICE & PRIVATE WEALTH

CRD#: 315566 / SEC#: 801-121953

RIA

Registered Investment Advisory firm - (7/30/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/7/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/1999

General Securities Representative Examination

Current Firm

WPA FAMILY OFFICE, LLC

WEALTH PARTNERS ALLIANCE, FAMILY OFFICE LLC | WPA PRIVATE WEALTH MANAGEMENT | WPA FAMILY OFFICE, LLC | WPA FAMILY OFFICE & PRIVATE WEALTH

CRD#: 315566 / SEC#: 801-121953

RIA

Registered Investment Advisory firm - (7/30/2021 Approved)

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Contact information

Main Address

12240 Inwood Road Suite 230, Dallas, TX 75244

Mailing Address

Phone number

(214) 945-0888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WPA DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/14/2025)

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 157,282,742

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tyler G. Beeson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Gregory Beeson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTSHORE WEALTH

RGT WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA SECURITIES LLC

BANC OF AMERICA SECURITIES LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

WPA FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2001

Series 63

Date: 12/7/1999

SIE

Date: 9/17/2015

Series 7

Date: 11/17/1999

Current Firm

WPA FAMILY OFFICE, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPA FAMILY OFFICE, LLC

TRUST BUT VERIFY

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