Tyler Morgan

$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	2023-04-11

Branch Locations

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

Organization	City	State	From	To
Fuqua Financial Llc	Sugar Land	TX	01/2020	08/2022
Napa Flats Wood-Fired Kitchen	College Station	TX	05/2017	12/2019
Pier 36 Seafood And Oyster Bar	Richmond	TX	07/2013	01/2017
Texas A&M University	College Station	TX	08/2016	05/2020
Sagepoint Financial, Inc.	Sugar Land	TX	05/2020	08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	03/2023	Present
Nextep Inc	Houston	TX	08/2022	11/2022
Unemployed	Houston	TX	11/2022	03/2023
Bank Of America N.A.	Houston	TX	04/2023	Present

01/2020 → 08/2022

Fuqua Financial Llc

Sugar Land, TX
05/2017 → 12/2019

Napa Flats Wood-Fired Kitchen

College Station, TX
07/2013 → 01/2017

Pier 36 Seafood And Oyster Bar

Richmond, TX
08/2016 → 05/2020

Texas A&M University

College Station, TX
05/2020 → 08/2022

Sagepoint Financial, Inc.

Sugar Land, TX
03/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
08/2022 → 11/2022

Nextep Inc

Houston, TX
11/2022 → 03/2023

Unemployed

Houston, TX
04/2023 → Present

Bank Of America N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-11

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