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1969 Willamette Falls Drive Suite 230, West Linn, OR 97068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-02 |
| CA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-17 |
| WA | RA | APPROVED | 2026-03-17 |
Branch Locations
1969 Willamette Falls Drive Suite 230, West Linn, OR 97068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 10/2011 | Present |
1) I'M A SALARIED ASSISTANT TO REGISTERED REPRESENTATIVE, LOUIS TAYLOR DBA TAYLOR WEALTH MANAGEMENT. 2) I AM A COLLECTIONS MANAGER FOR VVRX PHARMACY BILLING SOLUTIONS. WE ARE A BILLING AGENT FOR PHYSICIANS CLINICS ACROSS THE U.S. WE RECEIVE DISPENSING PRESCRIPTIONS FROM PHYSICIANS THROUGH BILLING SOFTWARE, WE PROCESS THE CLAIM TO APPROPRIATE INSURANCE CARRIER FOR PAYMENT. I DEVOTE 80 HRS/MO TO THIS NON INVESTMENT RELATED ACTIVITY DURING NON-TRADING HRS. BUSINESS ADDRESS FOR BOTH ABOVE IS SAME AS MY REGISTERED BUSINESS ADDRESS. 3) I am a salaried employee of Project Charles LLC which is a holding company of all of the mentioned companies referenced, TWM Wealth Management and VVRX Billing Solutions. All of my current pay and benefits come from Project Charles. My role at Project Charles is Director of Operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S66 | Uniform Combined State Law Examination | 2003-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-25 |
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