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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Tyler Jones Miles

Advisor at WEDMONT PRIVATE CAPITAL

West Friendship, MD | WEST CHESTER, PA

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Search this name across graphsid dfx:ria:fff80c81-d486-1861-28f2-2f5d77f07191

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 18, 2015 to Sep 15, 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: WEDMONT PRIVATE CAPITAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 18, 2015
First registration: Nov 18, 2015
Dual registered: no
Other names: Tyler Miles|TYLER JONES MILES
IAPD individual key: 6541038

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
WEDMONT PRIVATE CAPITAL	Independent wealth	Feb 22, 2024	n/a	yes	West Friendship, MD\|WEST CHESTER, PA	Current employment
KEENEY FINANCIAL GROUP INC.	Former SEC adviser	Aug 2, 2022	Dec 12, 2023	no	COLUMBIA, MD	Previous registration
SFG WEALTH MANAGEMENT	Independent wealth	Mar 25, 2022	Jun 30, 2022	no	TOWSON, MD	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 2, 2020	Jun 30, 2021	no	SEVERN, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 7, 2018	Nov 15, 2019	no	HUNT VALLEY, MD	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 6, 2016	Jan 16, 2018	no	Hunt Valley, MD	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Nov 18, 2015	Sep 6, 2016	no	BALTIMORE, MD	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
KEENEY FINANCIAL GROUP INC.	WEDMONT PRIVATE CAPITAL	Dec 12, 2023	Feb 22, 2024	72	Firm change	RIA to RIA
SFG WEALTH MANAGEMENT	KEENEY FINANCIAL GROUP INC.	Jun 30, 2022	Aug 2, 2022	33	Firm change	RIA to RIA
COMMONWEALTH FINANCIAL NETWORK	SFG WEALTH MANAGEMENT	Jun 30, 2021	Mar 25, 2022	268	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COMMONWEALTH FINANCIAL NETWORK	Nov 15, 2019	Jan 2, 2020	48	Firm change	Wirehouse to ibd
RAYMOND JAMES & ASSOCIATES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 16, 2018	Feb 7, 2018	22	Firm change	Ibd to wirehouse
DEUTSCHE BANK SECURITIES INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 6, 2016	Sep 6, 2016	0	Bulk transfer	Other

Relationships

Registered with (7)

→ WEDMONT PRIVATE CAPITALRegistered adviserregistration: current employment
Feb 22, 2024 to presentfactForm ADV
→ KEENEY FINANCIAL GROUP INC.Registered adviserregistration: previous registration
Aug 2, 2022 to Dec 12, 2023factForm ADV
→ SFG WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 25, 2022 to Jun 30, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 2, 2020 to Jun 30, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 7, 2018 to Nov 15, 2019factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 6, 2016 to Jan 16, 2018factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Nov 18, 2015 to Sep 6, 2016factForm ADV

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
Tyler Jones Miles left Keeney Financial Group Inc. for Wedmont Private Capital (registered 2024-02-22)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Tyler Jones Miles left Sfg Wealth Management for Keeney Financial Group Inc. (registered 2022-08-02)
Form ADVobserved 4 days ago