Tyler Durham

Financial advisor at Roundtable Planning & Investments · Charlotte, NC

Last updated 2026-10-10

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Tyler Durham is a financial advisor at Roundtable Planning & Investments in Charlotte, NC, CRD 6939136. Licenses and exams on the registration: Series 65. IAPD registration began 2025-05-27.

Registration

CRD number
6939136
Registration status
Active
IAPD registration
2025-05-27
Industry Experience
1 year
Work Experience
14 years
States registered
NC

Licenses and exams

  • Series 65

Work history

  • 2025-03 to Present · Round Table Planning & Investments · Charlotte, NC
  • 2022-09 to 2024-10 · Jabian Consulting · Charlotte, NC
  • 2018-04 to 2022-06 · Bank of America · Charlotte, NC
  • 2012-07 to 2018-04 · Ernst & Young, LLP · Charlotte, NC
  • 2024-11 to 2025-02 · Unemployed · Charlotte, NC

Current employment

  • Roundtable Planning & Investments · Charlotte, NC

SEC IAPD record for Tyler Durham

About

Tyler Durham is a financial advisor at Roundtable Planning & Investments in Charlotte, NC. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 14 years of reported work history. Reported roles include Unemployed, Jabian Consulting, Bank of America, Ernst & Young, LLP.

Location

Charlotte, NC

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Official record

View the official SEC IAPD record

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