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Tyler Durham

Roundtable Planning & Investments

Charlotte, NC

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Current Employers
Roundtable Planning & Investments

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-27
  • NC RA
    APPROVED
    Since 2025-05-27

Branch Locations

Charlotte, NC • 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
Round Table Planning & Investments Charlotte NC 03/2025 Present
Jabian Consulting Charlotte NC 09/2022 10/2024
Bank Of America Charlotte NC 04/2018 06/2022
Ernst & Young, Llp Charlotte NC 07/2012 04/2018
Unemployed Charlotte NC 11/2024 02/2025
  • 03/2025 → Present
    Round Table Planning & Investments
    Charlotte, NC
  • 09/2022 → 10/2024
    Jabian Consulting
    Charlotte, NC
  • 04/2018 → 06/2022
    Bank Of America
    Charlotte, NC
  • 07/2012 → 04/2018
    Ernst & Young, Llp
    Charlotte, NC
  • 11/2024 → 02/2025
    Unemployed
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10

View on SEC IAPD

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