Tyler N. Dodson

DESTINY WEALTH PARTNERS

TAVARES, FL 32778

CRD#: 7559603

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Professional summary

Tyler Nicholas Dodson, who also goes by Tyler Dodson, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Dodson

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) - RIA

Click below to view Tyler Nicholas Dodson'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®

None

Experience

Current

April 17, 2026 - Present

DESTINY WEALTH PARTNERS, LLC

Office #1: 2100 Lake Eustis Dr., Tavares, FL 32778Office #2: 13400 Sutton Park Drive S. Suite 1501, Jacksonville, FL 32224

RIA

CRD#: 171346

TAVARES, FL

Past

July 25, 2024 - December 16, 2024

OAKWOOD CAPITAL SECURITIES, INC.

CRD#: 21000

Jacksonville Beach, FL

Past

September 25, 2023 - March 17, 2026

49 FINANCIAL

RIA

CRD#: 319484

Jacksonville, FL

Past

June 10, 2022 - January 10, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Jacksonville, FL

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".

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 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

Florida
(4/17/2026)

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 65

Date: 9/1/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 6/10/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 5/19/2022

Securities Industry Essentials Examination

Current Firm

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

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Contact information

Main Address

2100 Lake Eustis Dr., Tavares, FL 32778

Mailing Address

Phone number

(352) 343-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINY WEALTH PARTNERS WRAP BROCHURE (8/28/2025)

DESTINY WEALTH PARTNER PART 2A BROCHURE (8/28/2025)

Regulatory assets under management

Total Number of Accounts	3,030
AUM (Assets Under Management)	$ 1,125,679,810

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 N. Dodson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Nicholas Dodson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKWOOD CAPITAL SECURITIES, INC.

49 FINANCIAL

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

DESTINY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2023

Series 63

Date: 4/27/2022

Series 6TO

Date: 6/10/2022

SIE

Date: 5/19/2022

Current Firm

DESTINY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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