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Timothy J Byerly

Sage Mountain Advisors, LLC

Atlanta, GA

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Current Employers
Sage Mountain Advisors, Llc

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-09
  • GA RA
    APPROVED
    Since 2024-01-09

Branch Locations

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • 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
Angel Oak Capital Advisors Atlanta GA 07/2016 Present
Foreside Fund Services, Llc Atlanta GA 02/2017 03/2023
Sage Mountain Advisors Atlanta GA 04/2023 Present
  • 07/2016 → Present
    Angel Oak Capital Advisors
    Atlanta, GA
  • 02/2017 → 03/2023
    Foreside Fund Services, Llc
    Atlanta, GA
  • 04/2023 → Present
    Sage Mountain Advisors
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-27
S63 Uniform Securities Agent State Law Examination 2018-02-16
  • S65 Uniform Investment Adviser Law Examination
    2022-09-27
  • S63 Uniform Securities Agent State Law Examination
    2018-02-16
Other Names
  • Tim Byerly
  • Timmy Byerly
  • Timothy J Byerly
  • Timothy Joseph Byerly

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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