Tyler Jordan Simpson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 05/2024 → 07/2024
  Fore Property
  Portland, OR
• 03/2020 → 07/2024
  Tmedia Llc / Ugrw Digital
  Scottsdale, AZ
• 08/2017 → 05/2018
  V Digital Services
  Phoenix, AZ
• 03/2012 → 12/2019
  Tathata Golf
  Scottsdale, AZ
• 08/2023 → 05/2024
  Rainforest Routes
  Tualatin, OR
• 10/2024 → Present
  Bank Of America, N.A.
  Phoenix, AZ

Other Businesses

I*1949273Entity for ProfitName of OBA: Rental Property 1Address: Scottsdale, Arizona, 85250Investment Related: NoPosition, Title, Association: Sole OwnerEmployee Start Date: 03/23/2020No Hours: 2No Hours during trading: 0Duties: I*: 2116304 Entity Type: Entity For Profit Name of OBA: UGRW Digital Address: Scottsdale, AZ 85250 Investment Related: n Position, Title, Association: Owner Employee Start Date: 06/15/2020 No Hours: 2hr/mo No Hours during trading:0 Duties: I help anywhere from 0-5 people at any time with their digital marketing including website development, email marketing and social media growth. There is no social media account related to this and I do not actively grow this brand or it's services. I do this all by myself with no help from employees or anyone else. I*: 2118269 Entity Type: Entity For Profit Name of OBA: Golf 121 Address: Scottsdale, AZ 85250 Investment Related: n Position, Title, Association: Owner Employee Start Date: 07/20/2020 No Hours: 2hr/mo No Hours during trading:0 Duties: Instagram account I will be posting golf swing breakdowns/analysis on. My product offering is not complete but includes swing analysis videos and eventually a video training/education video academy. I*: 2124292 Entity Type: Entity For Profit Name of OBA: Anandha LLC Address: Scottsdale, AZ 85250 Investment Related: n Position, Title, Association: Owner Employee Start Date: 12/16/2024 No Hours: 4hr/mo No Hours during trading:0 Duties: An LLC company to run my different brands out of. Brands to be included in this LLC as I get started will be Golf121 and UGRW Digital which I have already submitted to AIM for review.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-21

Other Names

• Tyler Simpson