Brian Tyler Lively

Employer firm

B. Lively Financial, LLC CRD 340920

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

B. Lively Financial, Llc

Spring, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-15

TX RA
APPROVED

Since 2026-04-15

Branch Locations

Spring, TX • 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
B. Lively Financial, Llc	Spring	TX	01/2026	Present
United Surgical Partners Incorporated	The Woodlands	TX	02/2015	Present

01/2026 → Present

B. Lively Financial, Llc

Spring, TX
02/2015 → Present

United Surgical Partners Incorporated

The Woodlands, TX

Other Businesses

United Surgical Partners; not investment related; 1441 Woodstead Court, Suite 100, The Woodlands, TX 77380-1449, US; Healthcare/surgical services; registered nurse; Start 02/2015; 140-160 hours per month, 4-5 hours during trading hours; clinical nursing services in a surgical/medical setting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-02

S65 Uniform Investment Adviser Law Examination

2026-02-02

Other Names

Brian Tyler

View on SEC IAPD