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Eastsound, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-24 |
| CA | RA | APPROVED | 2018-04-20 |
Branch Locations
355 Woodview Avenue Suite 300, Morgan Hill, CA 95037 • United States
Eastsound, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 09/2014 | 12/2016 |
| Sindeo, Inc. | San Francisco | CA | 01/2016 | 06/2017 |
| Sowell Financial Services, Llc | North Little Rock | CA | 09/2016 | 04/2018 |
| Direct Mortgage Funding Inc. | Los Gatos | CA | 06/2017 | 03/2023 |
| Eastsound Capital Advisors | Eastsound | WA | 04/2018 | Present |
| Guaranteed Rate Inc | Morgan Hill | CA | 03/2023 | 03/2025 |
| Advisors 360 Llc | Morgan Hill | CA | 09/2024 | Present |
Mark Taylan has the following Outside Business Activities: He is an insurance agent appointed with various insurance companies. In this capacity Mr. Taylan may recommend securities, insurance, or other products, and receive commissions and other compensation if products are purchased through any firms with which Mr. Taylan is affiliated. Thus, a potential conflict of interest may exist between the interests of Mark Taylan and those of the advisory clients. However, clients are under no obligation to act upon any recommendations of Mr. Taylan or affect any transactions through Mr. Taylan if they decide to follow the recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-10 |
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