This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SUMMITRY, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Aug 11, 2016

First registration

Mar 2, 2018

Dual registered

no

Other names

Tyler James Patterson

IAPD individual key

6654179

• Occurred

  Dec 22, 2022
  Advisor changed firm

  Tyler Patterson left Empower Advisory Group, Llc for Summitry, Llc (registered 2023-07-24)

  Form ADVobserved 6 days ago
• Occurred

  Jan 10, 2022
  Advisor changed firm

  Tyler Patterson left T. Rowe Price Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2022-01-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab673b00-1518-a919-46b0-afe9332371fc

First observed

Mar 2, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.