Taylor Evan Drake

Current Employers

Employment History

• 04/2012 → 04/2019
  Retirement Asset Management
  Bellevue, WA
• 06/2012 → 03/2022
  Provest Capital Management, Llc
  Lake Oswego, OR
• 06/2012 → 04/2019
  Retirement Asset Management, Llc
  Bellevue, WA
• 01/2022 → Present
  Apella Capital, Llc
  Lake Oswego, OR

Previous Registrations

• 2019-02-08 → 2022-03-28
  Metrist Wealth Advisors
  Lake Oswego, OR
• 2012-04-16 → 2019-04-12
  Avier Wealth Advisors
  Bellevue, WA
• 2012-01-23 → 2012-06-28
  Retirement Asset Management, Llc
  Bellevue, WA
• 2010-07-30 → 2012-06-28
  Provest Capital Management Llc
  Lake Oswego, OR
• 2006-09-22 → 2006-10-27
  Beacon Alternative Strategies Llc
  Portland, OR
• 2006-03-17 → 2006-10-27
  Beacon Rock Capital, Llc
  Portland, OR
• 2006-03-17 → 2006-09-25
  Beacon Rock Capital Partners Llc
  Portland, OR
• 2003-05-05 → 2003-08-04
  Ws Griffith Securities, Inc.
  Portland, OR

Other Businesses

OCCASSIONALLY PROVIDE INVESTMENT RELATED EXPERT TESTIMONY AND CONSULTING IN ARBITRATION AND LEGAL PROCEEDINGS. APPROXIMATELY 10-20 HOURS PER MONTH ON AVERAGE ARE DEDICATED TO THIS ACTIVITY. MOST OF THIS TIME IS OUTSIDE OF NORMAL TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-25

Designations