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Richard Bertrom Taylor

Avid Wealth Management Group, LLC

Atlanta, GA

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Current Employers
Avid Wealth Management Group, Llc

3330 Cumberland Blvd Suite 1000, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2009-01-07
  • GA RA
    APPROVED
    Since 2009-01-07

Branch Locations

3330 Cumberland Parkway Suite 900, Atlanta, GA 30339 • 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
Hlb Gross Collins, P.C. Atlanta GA 08/1973 Present
Hlb Advisory Services, Llc Atlanta GA 01/2009 Present
Mutual Service Corp Atlanta GA 01/2009 Present
  • 08/1973 → Present
    Hlb Gross Collins, P.C.
    Atlanta, GA
  • 01/2009 → Present
    Hlb Advisory Services, Llc
    Atlanta, GA
  • 01/2009 → Present
    Mutual Service Corp
    Atlanta, GA
Previous Registrations
  • 2004-06-07 → 2008-12-31
    Associated Planners Investment Advisory Inc
    Atlanta, GA
  • 2003-01-23 → 2004-06-02
    Ws Griffith Securities, Inc.
    Atlanta, GA
Other Businesses

HLB GROSS COLLINS, P.C. 2625 CUMBERLAND PARKWAY; #400 - ATLANTA, GA 30339 FULL SERVICE CPA AND CONSULTING FIRM, AUDITS, FINANCIAL STATEMENTS, TAX PREPARATION, TAX PLANNING, BUSINESS CONSULTING AND TECHNOLOGY CONSULTING. PRINCIPAL/SHAREHOLDER; CIRCLE T INVESTMENTS; FLIGHT INSTRUCTOR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-11
  • S66 Uniform Combined State Law Examination
    2001-09-11

View on SEC IAPD

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