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RIA / WealthAdvisor30 years in industry

TERRY LEE TYLER

Advisor at ROYAL FUND MANAGEMENT, LLC

Lakewood, CO | LADY LAKE, FL

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Search this name across graphsid dfx:ria:bfb9cca7-0a18-f07f-ca58-5581fc0b5a04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROYAL FUND MANAGEMENT, 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: Jan 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 30, 2005
First registration: Dec 4, 2007
Dual registered: no
Other names: TERRY LEE TYLER
IAPD individual key: 709043

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROYAL FUND MANAGEMENT, LLC	Independent wealth	Jun 12, 2025	n/a	yes	Lakewood, CO\|LADY LAKE, FL	Current employment
LEONARD FINANCIAL GROUP	n/a	Sep 5, 2014	Nov 30, 2015	no	DENVER, CT	Previous registration
ROYAL FUND MANAGEMENT, LLC	Independent wealth	Sep 4, 2013	Mar 5, 2015	no	LADY LAKE, FL	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Mar 4, 2013	Mar 5, 2015	no	DENVER, CO\|KENTWOOD, MI	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Jun 12, 2008	Sep 30, 2008	no	DENVER, CO\|CHARLOTTE, NC\|DENVER, CO	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Dec 4, 2007	Nov 9, 2012	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEONARD FINANCIAL GROUP	ROYAL FUND MANAGEMENT, LLC	Nov 30, 2015	Jun 12, 2025	3,482	Firm change after gap	Other
REGAL INVESTMENT ADVISORS LLC	ROYAL FUND MANAGEMENT, LLC	Mar 5, 2015	Sep 4, 2013	-547	Firm change after gap	Other
ROYAL FUND MANAGEMENT, LLC	LEONARD FINANCIAL GROUP	Mar 5, 2015	Sep 5, 2014	-181	Firm change after gap	Other
AMERICAN INVESTMENT SERVICES	SYNERGY INVESTMENT GROUP, LLC	Nov 9, 2012	Jun 12, 2008	-1,611	Firm change after gap	Other
SYNERGY INVESTMENT GROUP, LLC	REGAL INVESTMENT ADVISORS LLC	Sep 30, 2008	Mar 4, 2013	1,616	Firm change after gap	Other

Relationships

Registered with (5)

→ ROYAL FUND MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 4, 2013 to Mar 5, 2015factForm ADV
→ LEONARD FINANCIAL GROUPRegistered adviserregistration: previous registration
Sep 5, 2014 to Nov 30, 2015factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Mar 4, 2013 to Mar 5, 2015factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 4, 2007 to Nov 9, 2012factForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Jun 12, 2008 to Sep 30, 2008factForm ADV

Dated events

No dated event names this entity yet.