Tyler Allen Brilinski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 08/2023
  Kestra Investment Services, Llc
  Scottsdale, AZ
• 07/2016 → 08/2023
  Kestra Advisory Services, Llc
  Scottsdale, AZ
• 08/2023 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Previous Registrations

• 2016-08-08 → 2023-08-14
  Kestra Advisory Services, Llc
  Phoenix, AZ
  Austin, TX
  Scottsdale, AZ
• 2009-02-04 → 2016-07-21
  Sii Investments, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Chandler, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Chandler, AZ
  San Diego, CA
• 2001-04-04 → 2009-11-18
  Householder Group, Estate & Retirement Specialists
  Scottsdale, AZ

Other Businesses

1)08/14/2023 - WATERMARK WEALTH STRATEGIES LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 5 Hr/Mth 2)08/14/2023 - Watermark Wealth Planning - Trust and Estate Services - Estate Planning services leveraging the Certified Legal Document Preparer (CLDP) certification, in which some established trusts name Watermark Wealth Planning, LLC as Trust Protector - Non-Inv Rel - Sottsdale, AZ - Start: 07/2023 - 5 Hr/Mth 3)07/18/2023 - TAB Capital management - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Scottsdale, AZ - Start: 07/2023 - 5 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-11
• S63 Uniform Securities Agent State Law Examination
  1993-01-14

Designations

• Certified Financial Planner

Other Names

• Tyler A Brilinski