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 Ray Needler
Feed of 09/14/2026
At current firm
9 y
since Jul 27, 2017
In the industry
17 y
since Jul 14, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Advisory Solutions, LLC independent RIA currentsince Jul 27, 2017 · Zionsville, In
- Canterbury Investment Management, LLC independent RIAAug 3, 2016 to Feb 26, 2019 · Zionsville, In
- Elkhorn Investments formerSep 20, 2013 to Aug 8, 2016 · Wheaton, Il
- Ameriprise Financial Services, LLC national BDJan 20, 2010 to Jan 28, 2011 · Indianapolis, In
- World Equity Group, Inc. BD affiliatedJul 15, 2009 to Sep 30, 2009 · Anderson, In
Moves
a registration end followed by a registration begin elsewhere
- Canterbury Investment Management, LLC to Wealth Advisory Solutions, LLCleft Feb 26, 2019, registered Jul 27, 2017 (-579 days) · Other
- Elkhorn Investments to Canterbury Investment Management, LLCleft Aug 8, 2016, registered Aug 3, 2016 (-5 days) · Other
- Ameriprise Financial Services, LLC to Elkhorn Investmentsleft Jan 28, 2011, registered Sep 20, 2013 (966 days) · Affiliated broker-dealer or bank to a newly registered adviser
- World Equity Group, Inc. to Ameriprise Financial Services, LLCleft Sep 30, 2009, registered Jan 20, 2010 (112 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address