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William Kirk Taylor

Kirk Capital Advisors LLC

Vienna, VA

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Current Employers
Kirk Capital Advisors Llc

8229 Boone Blvd Suite 300, Vienna, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
VA RA APPROVED 2021-03-16
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01
  • VA RA
    APPROVED
    Since 2021-03-16

Branch Locations

8229 Boone Blvd Suite 300, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Portfolio, Inc. Vienna VA 01/2010 01/2018
West Financial Services Mclean VA 01/2018 12/2020
Kirk Capital Advisors, Llc Fairfax VA 12/2020 Present
  • 01/2010 → 01/2018
    1St Portfolio, Inc.
    Vienna, VA
  • 01/2018 → 12/2020
    West Financial Services
    Mclean, VA
  • 12/2020 → Present
    Kirk Capital Advisors, Llc
    Fairfax, VA
Previous Registrations
  • 2018-02-07 → 2020-12-03
    West Financial Services, Inc.
    Mclean, VA
  • 2015-08-25 → 2018-02-06
    1St Portfolio Wealth Advisors
    Fairfax, VA
  • 2011-10-25 → 2015-08-25
    1St Portfolio Wealth Advisors
    Fairfax, VA
  • 1996-12-03 → 2011-12-31
    Capitol Securities Management, Inc.
    Hickory, NC
    Glen Allen, VA
    Hickory, NC
    Vienna, VA
    Glen Allen, VA
    Glen Allen, VA
    Mclean, VA
    Reston, VA
    Reston, VA
    Vienna, VA
    Vienna, VA
Other Businesses

Board Member of the Financial Planning Association of the National Capital Area - Volunteer 6 - 10 hours per month, January 2016.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-05
S63 Uniform Securities Agent State Law Examination 1988-08-05
  • S65 Uniform Investment Adviser Law Examination
    1993-02-05
  • S63 Uniform Securities Agent State Law Examination
    1988-08-05
Other Names
  • Kirk Taylork
  • W. Kirk Taylor

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · Vienna, VA

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