Matthew Allen Taylor

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-03-24

Branch Locations

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

Organization	City	State	From	To
Social Finance	Healdsburg	CA	05/2015	08/2017
Patelco Financial Solutions	Santa Rosa	CA	09/2017	01/2018
Montgomery Taylor Wealth Management	Santa Rosa	CA	01/2018	06/2020
Raymond James Financial Services, Inc.	Petaluma	CA	06/2020	04/2021
Prudential Insurance Company Of America	Santa Rosa	CA	12/2021	03/2023
Pruco Securities, Llc.	Santa Rosa	CA	12/2021	03/2023
Unemployment	Graton	CA	04/2021	12/2021
Charles Schwab & Co., Inc	Santa Rosa	CA	03/2023	Present
Charles Schwab Bank, Ssb	Santa Rosa	CA	03/2023	Present

2022-01-05 → 2023-03-24

Pruco Securities, Llc.

Walnut Creek, CA

Santa Rosa, CA
2020-08-31 → 2021-04-23

Raymond James Financial Services Advisors, Inc

Petaluma, CA
2018-03-14 → 2020-07-16

Montgomery Taylor Wealth Management

Santa Rosa, CA
2017-09-11 → 2018-01-25

Cuso Financial Services, L.P.

Santa Rosa, CA
2015-10-06 → 2017-08-30

Sofi Wealth Llc

Healdsburg, CA

San Francisco, CA
2004-07-26 → 2010-11-24

Wells Fargo Investments, Llc

Yountville, CA

Santa Rosa, CA

Saint Helena, CA

Santa Rosa, CA

Saint Helena, CA

Santa Rosa, CA

Santa Rosa, CA
2002-08-05 → 2004-06-14

Banc Of America Investment Services, Inc.

Healdsburg, CA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-08-28
S65	Uniform Investment Adviser Law Examination	2015-10-06

Other Firms