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Stephen Tyler Mckimmey

Rtw Financial Advisors Inc

Dallas, TX

CRD 6231012

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Employer firm

Rtw Financial Advisors Inc CRD 109934

$581M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Rtw Financial Advisors Inc

5757 Alpha Road Suite 700, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

5757 Alpha Road Suite 700, Dallas, TX 75240 • 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
OrganizationCityStateFromTo
Momentum Independent Network Inc. Dallas TX 05/2014 05/2026
Rtw Financial Advisors Dallas TX 04/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-31
S63 Uniform Securities Agent State Law Examination 2013-12-16
  • S65 Uniform Investment Adviser Law Examination
    2015-08-31
  • S63 Uniform Securities Agent State Law Examination
    2013-12-16
Designations
  • Certified Financial Planner
Other Names
  • S. Tyler Mckimmey
  • Tyler Mckimmey

View on SEC IAPD

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