Connor Matthew Tyson

Current Employers

Employment History

• 01/2010 → 09/2016
  J.P. Morgan Securities Llc
  Thornwood, NY
• 09/2016 → 11/2020
  Tiaa
  New York, NY
• 09/2016 → 01/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 01/2021 → 09/2022
  Altium Wealth Management Llc
  Purchase, NY
• 12/2022 → Present
  Portfolio Medics
  Bonita Springs, CA

Previous Registrations

• 2021-01-26 → 2021-10-22
  Altium Wealth Management Llc
  Purchase, NY
• 2016-09-22 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 2012-10-01 → 2016-09-15
  J.P. Morgan Securities Llc
  White Plains, NY
  Thornwood, NY
  Thornwood, NY
  Hartsdale, NY
  White Plains,, NY
  Katonah, NY
  Peekskill, NY
  Chappaqua, NY
  Millwood, NY
  Mohegan Lake, NY
• 2010-01-28 → 2012-10-01
  Chase Investment Services Corp.
  Thornwood, NY
  Thornwood, NY
  White Plains, NY
  White Plains, NY
• 2009-05-05 → 2009-12-17
  Securities America Advisors, Inc.
  Montvale, NJ
• 2003-02-27 → 2004-01-14
  Wells Fargo Clearing Services, Llc
  Schrub Oak, NY

Other Businesses

Mr. Tyson is an independent insurance agent for various insurance companies. In this role Mr. Tyson sells insurance products including annuities. He spends approximately 100 hours per month in this endeavor during both market and non-market hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-04
• S63 Uniform Securities Agent State Law Examination
  2000-08-23

Designations

Other Names

• Connor M Tyson