Inactive

Tyler Rumbaugh

Wittlin Advisory

San Francisco, CA

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Current Employers

Wittlin Advisory

San Francisco, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-07

CA RA
APPROVED

Since 2025-01-07

Branch Locations

San Francisco, CA • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American Solar Utility Llc	Concord	CA	07/2015	10/2016
First Republic Bank	San Francisco	CA	10/2016	05/2021
First Republic Bank	San Francisco	CA	05/2021	11/2021
First Republic Bank	San Francisco	CA	11/2021	06/2023
Jp Morgan Chase	San Francisco	CA	07/2023	07/2024
Roger Wittlin Advisory	San Francisco	CA	08/2024	Present

07/2015 → 10/2016

American Solar Utility Llc

Concord, CA
10/2016 → 05/2021

First Republic Bank

San Francisco, CA
05/2021 → 11/2021

First Republic Bank

San Francisco, CA
11/2021 → 06/2023

First Republic Bank

San Francisco, CA
07/2023 → 07/2024

Jp Morgan Chase

San Francisco, CA
08/2024 → Present

Roger Wittlin Advisory

San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-22

S65 Uniform Investment Adviser Law Examination

2024-11-22

View on SEC IAPD

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