TD
Tyler N. Dodson
DESTINY WEALTH PARTNERS
Tavares, FL 32778
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CRD#: 7559603
TD
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Nicholas Dodson's 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®
NoneExperience
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 32224RIA
CRD#: 171346
Tavares, FL
Past
July 25, 2024 - December 16, 2024
OAKWOOD CAPITAL SECURITIES, INC.
BD
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
BD
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".
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/10/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
CRD#: 171346 / SEC#: 801-79789
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)PREMIUM
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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
26
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,030 |
| AUM (Assets Under Management) | $ 1,125,679,810 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DESTINY WEALTH PARTNERS, LLC
CRD#: 171346Tavares, FL 32778TRUST BUT VERIFY
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