This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 17, 2022

First registration

Jun 17, 2022

Dual registered

no

Other names

Tyler Anthony DeLeon|Tyler DeLeon

IAPD individual key

7496891

• Occurred

  Nov 1, 2024
  Advisor changed firm

  Tyler Deleon left Charles Schwab & Co., Inc. for Accolade Asset/Liability Advisory Services (registered 2024-11-12)

  Form ADVobserved 5 days ago
• Occurred

  Jul 8, 2023
  Advisor changed firm

  Tyler Deleon left J.P. Morgan Securities Llc for Charles Schwab & Co., Inc. (registered 2023-07-25)

  Form ADVobserved 5 days ago
• Occurred

  Feb 16, 2023
  Advisor changed firm

  Tyler Deleon left Charles Schwab & Co., Inc. for J.P. Morgan Securities Llc (registered 2023-06-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3cedf4ea-0289-0e6a-2f7f-9e45ca78437d

First observed

Jun 17, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.