Tyler Daniel Caveness

Employer firm

Concord Wealth Partners CRD 118643

$1.07B regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 10/2017
  Lopez Wealth Management, Llc
  Roanoke, VA
• 07/2014 → 09/2016
  Mercer / Cpsg Partners
  Dallas, TX
• 10/2017 → Present
  Concord Wealth Partners
  Roanoke, VA

Other Businesses

1) Name of Business: DXC Technology Investment Related: No Address: 5400 Legacy Dr., Plano, TX 75024 Nature of business: Consulting Position: Consultant Duties: SaaS Consulting and Project Coordination Start Date: 09/10/2018 Time Spent with other business: 50% 2) Name of Business: Solution Architects Group, LLC Investment Related: No Address: 5781 Scenic Hills Dr, Roanoke, VA 24018 Nature of business: Software Engineering Position: Founder Duties: Administrative Oversight Start Date: 02/2022 Time Spent with other business: 10 hours/month 3) Name of Business: Self-Employed Solutions, LLC Investment Related: No Address: 2707 Brambleton Ave SW, Roanoke, VA 24015 Nature of business: Bookkeeping Position: Founder Duties: Administrative Oversight Start Date: 01/2024 Time Spent with other business: 5 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-12

Designations

• Certified Financial Planner