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 Woods

Alta Strada Wealth Managementstate registeredLincoln, NeIA-onlyIAPD 6633341

Feed of 09/14/2026

Also filed as Tyler Douglas Woods

At current firm

1 y

since Sep 5, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Alta Strada Wealth Management state registered current
since Sep 5, 2025 · Lincoln, Ne
LPL Financial LLC BD affiliated
Jan 13, 2023 to Sep 5, 2025 · Omaha, Ne
Securities America Advisors, Inc. former
Sep 6, 2022 to Dec 7, 2022 · La Vista, Ne
Orion Portfolio Solutions, LLC former
Nov 27, 2019 to Sep 2, 2022 · Omaha, Ne
Securities America Advisors, Inc. former
Jan 10, 2019 to Nov 11, 2019 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Alta Strada Wealth Management
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · Affiliated broker-dealer or bank to a state-registered adviser
Securities America Advisors, Inc. to LPL Financial LLC
left Dec 7, 2022, registered Jan 13, 2023 (37 days) · Affiliated broker-dealer or bank to independent RIA
Orion Portfolio Solutions, LLC to Securities America Advisors, Inc.
left Sep 2, 2022, registered Sep 6, 2022 (4 days) · RIA to affiliated broker-dealer or bank
Securities America Advisors, Inc. to Orion Portfolio Solutions, LLC
left Nov 11, 2019, registered Nov 27, 2019 (16 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Tyler Woods left Lpl Financial Llc for Alta Strada Wealth Management (registered 2025-09-05)
Sep 5, 2025 · Advisor changed firm · fact
Tyler Woods left Securities America Advisors, Inc. for Lpl Financial Llc (registered 2023-01-13)
Dec 7, 2022 · Advisor changed firm · fact
Tyler Woods left Orion Portfolio Solutions, Llc for Securities America Advisors, Inc. (registered 2022-09-06)
Sep 2, 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: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address