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Tyler A. Wilemon

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CRD#: 7026770
TW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tyler Aaron Drago Wilemon, who also goes by Tyler Aaron Wilemon, was a registered financial professional .

Tyler is a previously registered financial professional and started their career in finance in 2018. Tyler had worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tyler Aaron Wilemon

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 10, 2021 - November 10, 2021

COLWYN INVESTMENTS LC

RIA
CRD#: 171858
Dana Point, CA
Past

January 29, 2020 - January 25, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NEWPORT BEACH, CA
Past

July 26, 2019 - January 25, 2021

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NEWPORT BEACH, CA
Past

November 19, 2018 - June 13, 2019

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/16/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CI
COLWYN INVESTMENTS LC
COLWYN INVESTMENTS | THE WESTMINSTER GROUP INC. | THE WESTMINSTER GROUP | COLWYN INVESTMENTS LC

CRD#: 171858 / SEC#:

California
Registered Investment Advisory firm - (12/25/2024 Terminated)
Utah
Registered Investment Advisory firm - (6/30/2014 Approved)
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Contact information


Main Address
10923 S Redwood Road, South Jordan, UT 84095
Mailing Address
Phone number
(801) 254-0084
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts603
AUM (Assets Under Management)$ 65,379,068

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.

Company Information


COLWYN INVESTMENTS LC

CRD#: 171858

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