Tyler Simmons

Current Employers

Employment History

• 09/2005 → 08/2022
  Lincoln Financial Advisors Corp
  Syosset, NY
• 08/2022 → 01/2025
  Lincoln Financial Advisors
  Jericho, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Jericho, NY

Previous Registrations

• 2021-06-14 → 2025-01-24
  Osaic Fa, Inc.
  Syosset, NY
  Jericho, NY

Other Businesses

1) TYLER SIMMONS TRUSTEE FOR THE VICTORIA KATHRYN SIMMONS LIVING TRUST 5203 CENTER BLVD APT 2710 LIC, NY 11101 CATEGORY: FIDUCIARY FOR IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: NO TITLE: TRUSTEE DUTIES: TRUSTEE DUTIES ADHERING TO THE TRUST START DATE: 5/1/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) TYLER DAVID SIMMONS POSITION: Agent NATURE: Sale of fixed Life insurance / LTC Long term care through outside carrier INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/11/2008 ADDRESS: 100 Jericho Quadrangle Suite 120, Jericho NY 11753, United States DESCRIPTION: Sale of fixed Life insurance / LTC Long term care through outside carrier 3) SUCCESSOR AGENT ON POWER OF ATTORNEY FOR DOUGLAS ALLAN SIMMONS (MY UNCLE) POSITION: Successor agent NATURE: Act as a fiduciary for my uncle in the event his primary agent passes or steps down. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/24/2024 ADDRESS: 100 Jericho Quadrangle Suite 120, Jericho NY 11753, United States DESCRIPTION: act as the fiduciary for my uncle in the event his primary agent passes or steps down 4) SUCCESSOR AGENT ON POWER OF ATTORNEY FOR PATRICIA JOAN SIMMONS (MY AUNT) POSITION: Successor Agent NATURE: Acting as fiduciary for my aunt in the event I become primary agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/24/2024 ADDRESS: 100 Jericho Quadrangle Suite 120, Jericho NY 11753, United States DESCRIPTION: if I become agent for my aunt I will act as her fiduciary related to accounts and assets that are not owned by any of their trusts. 5) THE SIMMONS LIVING TRUST (RESTATEMENT JUNE 20, 2024) TYLER D SIMMONS SUCCESSOR TRUSTEE GRANTORS DOUGLAS ALLEN SIMMONS AND PATRICIA JOAN SIMMONS (UNCLE AND AUNT) POSITION: Successor Trustee NATURE: Acting as a Fiduciary for my Aunt and Uncle under their Joint Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/24/2024 ADDRESS: 100 Jericho Quadrangle Suite 120, Jericho NY 11753, United States DESCRIPTION: Act as the Trustee and Fiduciary for my Aunt and Uncle but only after they have either passed or stepped down as trustee.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-05

Designations