Tyler L Chiperfield

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	04/2022	11/2023
Morristown-Beard School	Morristown	NJ	08/2010	05/2017
Southern Methodist University	Dallas	TX	08/2017	01/2022
Wheels Up	New York	NY	06/2020	08/2020
Unemployed	Dallas	TX	12/2021	04/2022
Bank Of America, N.A.	Dallas	TX	06/2022	11/2023
Ubs Financial Services Inc.	Dallas	TX	12/2023	Present

04/2022 → 11/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
08/2010 → 05/2017

Morristown-Beard School

Morristown, NJ
08/2017 → 01/2022

Southern Methodist University

Dallas, TX
06/2020 → 08/2020

Wheels Up

New York, NY
12/2021 → 04/2022

Unemployed

Dallas, TX
06/2022 → 11/2023

Bank Of America, N.A.

Dallas, TX
12/2023 → Present

Ubs Financial Services Inc.

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-30

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