Richard Tyler

Current Employers

Employment History

• 04/2020 → Present
  Head Tyler Llp
  Addison, TX
• 05/2021 → Present
  Head Tyler, P.C.
  Addison, TX
• 05/2021 → Present
  Ht Genpar, Llc
  Addison, TX
• 01/2020 → 06/2020
  Whitley Penn Llp
  Dallas, TX
• 06/2011 → 11/2019
  Moss Adams Llp
  Rancho Cordova, CA
• 12/2019 → 12/2019
  Unemployed
  Sacramento, CA
• 12/2022 → 09/2025
  Avantax Advisory Services
  Addison, TX
• 12/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Addison, TX
• 01/2023 → Present
  Tyler Wealth Design Llc
  Addison, TX
• 09/2023 → 09/2025
  Avantax Investment Services Inc.
  Addison, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-12-13 → 2025-09-08
  Avantax Advisory Services
  Addison, TX
  Carrollton, TX
  Dallas, TX

Other Businesses

1) HEAD TYLER PC POSITION: Shareholder NATURE: This entity has a 99.9999% interest in Head Tyler LLP and has no other activity. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2021 ADDRESS: 16801 Addison Road, Suite 105, Addison TX 75001, United States DESCRIPTION: All duties and responsibilities are handled through Head Tyler LLP. This entity merely holds an ownership interest and pays wages to owners. 2) TYLER WEALTH DESIGN LLC POSITION: Managing Member NATURE: Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Risk Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2023 ADDRESS: 16801 Addison Road, Suite 105, Addison TX 75001, United States DESCRIPTION: Provide investment advice and planning services, risk management, tax and estate planning services. 3) HT GENPAR LLC POSITION: Member NATURE: This entity has a .0001% interest in Head Tyler LLP and has no other activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2021 ADDRESS: 16801 Addison Road, Suite 105, Addison TX 75001, United States DESCRIPTION: All duties and responsibilities are handled through Head Tyler LLP. This entity merely holds an ownership interest. 4) HEAD TYLER LLP POSITION: Domestic Partner NATURE: Tax preparation, planning and consulting, and bookkeeping services. INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 65 START DATE: 04/24/2020 ADDRESS: 16801 Addison Road, Suite 105, Addison TX 75001, United States DESCRIPTION: Provide tax compliance & planning, and bookkeeping services. Supervise employees, Manage payroll, payables and receivables

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-20
• S65 Uniform Investment Adviser Law Examination
  2022-01-22

Designations

Other Names

• Richard M Tyler
• Richard Tyler
• Richard Maurice Tyler