Tyler M Bishop

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-07
UT	RA	APPROVED	2025-11-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jensen's Guaranteed Pest Control	Ogden	UT	04/2015	01/2020
Fidelity Brokerage Services Llc	Salt Lake City	UT	01/2020	01/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Centerville	UT	09/2025	Present
Unemployed - Sabbatical	Centerville	UT	01/2025	09/2025
Bank Of America, N.A.	Centerville	UT	11/2025	Present

04/2015 → 01/2020

Jensen's Guaranteed Pest Control

Ogden, UT
01/2020 → 01/2025

Fidelity Brokerage Services Llc

Salt Lake City, UT
09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Centerville, UT
01/2025 → 09/2025

Unemployed - Sabbatical

Centerville, UT
11/2025 → Present

Bank Of America, N.A.

Centerville, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-03
S63	Uniform Securities Agent State Law Examination	2020-06-18

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