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 Finch
Feed of 09/14/2026
Also filed as Tyler James Finch
At current firm
1 y
since Nov 1, 2024
In the industry
10 y
since Oct 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Nov 1, 2024 · Plymouth, Mn
- Householder Group Estate & Retirement Specialists formerJul 8, 2022 to Nov 1, 2024 · Scottsdale, Az
- Bancwest Investment Services, Inc. (Bwis) formerJan 4, 2016 to Jul 21, 2022 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Householder Group Estate & Retirement Specialists to Wealth Enhancement Advisory Services, LLCleft Nov 1, 2024, registered Nov 1, 2024 (0 days) · RIA to affiliated broker-dealer or bank
- Bancwest Investment Services, Inc. (Bwis) to Householder Group Estate & Retirement Specialistsleft Jul 21, 2022, registered Jul 8, 2022 (-13 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Signals
- Tyler Finch left Householder Group Estate & Retirement Specialists for Wealth Enhancement Advisory Services, Llc (registered 2024-11-01)Nov 1, 2024 · Advisor changed firm · fact
- Tyler Finch left Bancwest Investment Services, Inc. (Bwis) for Householder Group Estate & Retirement Specialists (registered 2022-07-08)Jul 21, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address