DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Tyler Thomas Bashaw
Feed of 09/14/2026
At current firm
5 y
since Jul 30, 2021
In the industry
21 y
since Mar 11, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kingswood Wealth Advisors, LLC BD affiliated currentsince Jul 30, 2021 · Lake Worth, Fl
- Benchmark Advisory Services, LLC no RAUMJul 30, 2021 to Dec 31, 2022 · Lake Worth, Fl
- Osotoro unclassifiedMar 10, 2017 to Dec 31, 2018 · Lake Worth, Fl
- Nfsg Corporation BD affiliatedSep 17, 2015 to May 4, 2021 · Boca Raton, Fl
- Avalon state registeredFeb 20, 2015 to Jun 16, 2015 · Boca Raton, Fl
- Gunnallen Financial, Inc unclassifiedSep 5, 2007 to Nov 10, 2008 · Boca Raton, Fl
- Gunnallen Financial, Inc unclassifiedJul 24, 2007 to Aug 6, 2007 · Wellington, Fl
Moves
a registration end followed by a registration begin elsewhere
- Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLCleft Dec 31, 2022, registered Jul 30, 2021 (-519 days) · RIA to RIA
- Nfsg Corporation to Osotoroleft May 4, 2021, registered Mar 10, 2017 (-1516 days) · Other
- Osotoro to Benchmark Advisory Services, LLCleft Dec 31, 2018, registered Jul 30, 2021 (942 days) · Other
- Avalon to Nfsg Corporationleft Jun 16, 2015, registered Sep 17, 2015 (93 days) · Other
- Gunnallen Financial, Inc to Avalonleft Nov 10, 2008, registered Feb 20, 2015 (2293 days) · Other
Signals
- Tyler Thomas Bashaw left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2021-07-30)Dec 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address