Derrick Kyle Byrd

Current Employers

Employment History

• 12/2012 → 10/2019
  First Tennessee Brokerage
  Johnson City, TN
• 10/2019 → 01/2026
  Cetera Wealth Services, Llc
  Knoxville, TN
• 10/2019 → 04/2020
  Sageview Advisory Group
  Knoxville, TN
• 04/2020 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2026 → Present
  Creative Planning, Llc
  Knoxville, TN

Previous Registrations

• 2018-09-10 → 2019-09-27
  First Horizon Advisors, Inc.
  Johnson City, TN
  Knoxville, TN
  Knoxville, TN

Other Businesses

1. NAME OF OTHER BUSINESS: DERRICK BYRD APARTMENTS INVESTMENT RELATED: NO ADDRESS: 6107 SHANNON VALLEY FARMS BLVD KNOXVILLE TN 37918 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 02/2015 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 2. NAME OF OTHER BUSINESS: SENIOR CITIZEN HOME ASSISTANCE SERVICE, INC.; INVESTMENT RELATED: NO; ADDRESS: 7121 REGAL LANE, SUITE 100 KNOXVILLE, TN 37918; NATURE OF BUSINESS: BOARD; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE DIRECTION AND ADVICE TO ORGANIZATION LEADERS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-19

Designations