Tyisha Wolfe is a registered investment advisor, based in Crowley, TX, with 12 years of industry experience. Tyisha is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Crowley, TX
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Regulatory History (1)
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Financial
March 2025Final
Other Business Activities
Tyisha is the founder of Hattie's House Youth Solutions, an organization providing real-world readiness training to underserved youth, and the owner of Peniel Enterprises LLC/Peniel Ventures Inc, which focuses on marketing aesthetics products. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2026 - Present · 6 mos
Purshe Kaplan Sterling Investments
April 2026 - Present · 6 mos
Concurrent Investment Advisors, LLC
April 2026 - Present · 6 mos
Previous Registrations
Bankers Life Advisory Services, INC.
March 2025 - April 2026 · 1 yr 1 mo
Bankers Life Securities, INC.Broker
March 2025 - April 2026 · 1 yr 1 mo
First Command Brokerage Services, INC.Broker
April 2018 - February 2025 · 6 yrs 10 mos
First Command Advisory Services
April 2018 - February 2025 · 6 yrs 10 mos
Trinity Portfolio Advisors, LLC
August 2017 - February 2018 · 6 mos
Morgan Stanley
July 2016 - June 2017 · 11 mos
Morgan StanleyBroker
June 2016 - June 2017 · 1 yr
MotifBroker
May 2015 - May 2016 · 1 yr
E*trade Securities LLCBroker
January 2005 - February 2006 · 1 yr 1 mo
State Registrations2 states
FLTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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