DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Tyler Smith
Feed of 09/14/2026
Also filed as Tyler Smith
At current firm
0 y
since Jul 21, 2026
In the industry
23 y
since Jul 1, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Primerica Advisors national BD currentsince Jul 21, 2026 · Watkinsville, Ga
- Fisher Investments independent RIASep 16, 2025 to Apr 23, 2026 · Alpharetta, Ga
- Primerica Advisors national BDOct 19, 2022 to Sep 11, 2025 · Watkinsville, Ga
- Charles Schwab & Co., Inc. national BDDec 6, 2021 to Jul 3, 2022 · Troy, Mi
- International Assets Investment Management, LLC BD affiliatedSep 23, 2020 to Oct 25, 2021 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- Fisher Investments to Primerica Advisorsleft Apr 23, 2026, registered Jul 21, 2026 (89 days) · RIA to affiliated broker-dealer or bank
- Primerica Advisors to Fisher Investmentsleft Sep 11, 2025, registered Sep 16, 2025 (5 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Primerica Advisorsleft Jul 3, 2022, registered Oct 19, 2022 (108 days) · Affiliated broker-dealer or bank to another
- International Assets Investment Management, LLC to Charles Schwab & Co., Inc.left Oct 25, 2021, registered Dec 6, 2021 (42 days) · Affiliated broker-dealer or bank to another
Signals
- Tyler Smith left Fisher Investments for Primerica Advisors (registered 2026-07-21)Apr 23, 2026 · Advisor changed firm · fact
- Tyler Smith left Primerica Advisors for Fisher Investments (registered 2025-09-16)Sep 11, 2025 · Advisor changed firm · fact
- Tyler Smith left Charles Schwab & Co., Inc. for Primerica Advisors (registered 2022-10-19)Jul 3, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address