Tyler M Brown

Current Employers

Employment History

• 07/2007 → 02/2018
  Fidelity Brokerage Services Llc
  Cary, NC
• 03/2018 → 01/2020
  Fisher Investments
  Camas, WA
• 01/2020 → 04/2025
  Financial Engines Advisors L.L.C
  Sunnyvale, CA
• 04/2025 → Present
  Rfg Advisory, Llc
  Raleigh, NC

Previous Registrations

• 2020-01-21 → 2025-05-08
  Edelman Financial Engines
  Raleigh, NC
  Raleigh, NC
• 2018-03-05 → 2020-01-08
  Fisher Investments
  Cary, NC
  Plano, TX
• 2010-07-30 → 2018-03-04
  Strategic Advisers Llc
  Tysons Corner, VA
  Glen Allen, VA
  Durham, NC
  Greenwood Village, CO
  Durham, NC
  Durham, NC
  Greenwood Village, CO
  Cary, NC

Other Businesses

1) Turnpoint Wealth; Investment Related; 4208 Six Forks Rd., Ste 1000, Raleigh, NC 27609. DBA. Owner/Founder/Advisor. Start: 4/14/2025; 160 hrs/mo; 160 during trading hrs.; DBA name for insurance and advisory activity. 2) RFG Advisory LLC; Investment-related. 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA Affiliate; 160 hrs/mo; 160 during trading hrs.; IAR 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 4/14/2025; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) NAME: N/A; NON-INVESTMENT RELATED: No; ADDRESS: Cary, NC 27518; NATURE: My spouse and I have a second home that we intend to periodically rent out passively. We do not expect to generate a profit. We have a property management company that is managing. The address is 1546 Dick Phillips Rd, West Jefferson, NC; POSITION: Owner; START DATE: 10/01/2022; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: N/A.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-19
• S63 Uniform Securities Agent State Law Examination
  2007-11-16

Designations