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Tyler Jordan Young

Sfmg Wealth Advisors

Plano, TX

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Current Employers
Sfmg Wealth Advisors

3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-20
  • TX RA
    APPROVED
    Since 2023-03-20

Branch Locations

3960 Dallas Parkway Suite 400, Plano, TX 75093 • 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
Odyssey Wealth Plano TX 10/2020 10/2021
Rgt Wealth Advisors Dallas TX 01/2018 10/2020
Happy State Bank & Trust Company Addison TX 06/2016 01/2018
Happy State Bank & Trust Company Amarillo TX 06/2015 06/2016
West Texas A&M University Canyon TX 05/2013 02/2017
Rgt Wealth Advisors Dallas TX 10/2021 01/2023
Ci Rgt Private Wealth Dallas TX 11/2022 01/2023
Sfmg Wealth Advisors Plano TX 01/2023 Present
  • 10/2020 → 10/2021
    Odyssey Wealth
    Plano, TX
  • 01/2018 → 10/2020
    Rgt Wealth Advisors
    Dallas, TX
  • 06/2016 → 01/2018
    Happy State Bank & Trust Company
    Addison, TX
  • 06/2015 → 06/2016
    Happy State Bank & Trust Company
    Amarillo, TX
  • 05/2013 → 02/2017
    West Texas A&M University
    Canyon, TX
  • 10/2021 → 01/2023
    Rgt Wealth Advisors
    Dallas, TX
  • 11/2022 → 01/2023
    Ci Rgt Private Wealth
    Dallas, TX
  • 01/2023 → Present
    Sfmg Wealth Advisors
    Plano, TX
Previous Registrations
  • 2021-12-06 → 2023-01-17
    Rgt Wealth Advisors
    Dallas, TX
  • 2022-11-18 → 2023-01-17
    Corient
    Dallas, TX
  • 2020-10-15 → 2021-12-31
    Odyssey Wealth
    Plano, TX
Designations

View on SEC IAPD

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Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

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