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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

TYLER KALEIIOKALANI FORSYTHE

Advisor at VANGUARD ADVISERS, INC.

Scottsdale, AZ

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Search this name across graphsid dfx:ria:a80a11fd-4659-ba65-7aea-2b5e12255dd1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 2, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 2, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 2, 2013
First registration: Aug 2, 2013
Dual registered: yes, broker-dealer
Other names: TYLER KALEIIOKALANI FORSYTHE|TYLER KALEIOKALANI FORSYTHE|TYLER LAWRENCE FORSYTHE|TYLER L K FORSYTHE|TYLER FORSYTHE
IAPD individual key: 4386712

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jul 21, 2021	n/a	yes	Scottsdale, AZ	Current employment
WISE PLANNING, INC.	Independent wealth	Apr 15, 2019	Jun 9, 2021	no	SEATTLE, WA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Jun 15, 2017	Apr 15, 2019	no	WOODINVILLE, WA\|SEATTLE, WA\|MILL CREEK, WA\|KIRKLAND, WA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 21, 2014	Jun 22, 2017	no	SAMMAMISH, WA\|ISSAQUAH, WA\|SAMMAMISH, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 2, 2013	Aug 4, 2014	no	Oak Brook, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WISE PLANNING, INC.	VANGUARD ADVISERS, INC.	Jun 9, 2021	Jul 21, 2021	42	Firm change	RIA to ibd
U.S. BANCORP ADVISORS, LLC	WISE PLANNING, INC.	Apr 15, 2019	Apr 15, 2019	0	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	U.S. BANCORP ADVISORS, LLC	Jun 22, 2017	Jun 15, 2017	-7	Firm change	Other
CHARLES SCHWAB & CO., INC.	J.P. MORGAN SECURITIES LLC	Aug 4, 2014	Aug 21, 2014	17	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: current employment
Jul 21, 2021 to presentfactForm ADV
→ WISE PLANNING, INC.Registered adviserregistration: previous registration
Apr 15, 2019 to Jun 9, 2021factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 15, 2017 to Apr 15, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Aug 21, 2014 to Jun 22, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 2, 2013 to Aug 4, 2014factForm ADV

Dated events

No dated event names this entity yet.