Gregory Allen Taylor

Current Employers

Employment History

• 07/2014 → 02/2025
  Wells Fargo Advisors Financial Network, Llc
  Kingsport, TN
• 02/2025 → Present
  Concurrent Investment Advisors, Llc
  Kingsport, TN
• 02/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2014-07-02 → 2025-03-06
  Wells Fargo Advisors Financial Network, Llc
  Kingsport, TN
• 2003-02-06 → 2014-07-10
  Ubs Financial Services Inc.
  Kingport, TN
  Kingsport, TN

Other Businesses

1. Concurrent Investment Advisors d/b/a Center Street Wealth Management Group, LLC. Investment related. At registered location. RIA. IAR. Start date: 02/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 12/2025. 1 hr/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. On Center Yoga and Fitness. Not investment related. At registered location. Yoga Studio. Owner. Start date: 12/2025. 10 hr/month; 4 during trading hours. General ownership duties, bookkeeping, organizing class schedule for teachers. 4. Center Street Investment Company, LLC. Not investment related. At registered location. Real Estate. Owner. Start date: 07/2014. 1 hr/month; all during trading hours. This LLC owns the office space that my partners and I rent from for our advisory business. I am 25% owner. 5. FCDepot Properties, LLC. Not investment related. At registered location. Real Estate. Owner. Start date: 08/2015. 2 hr/month; 1 during trading hours. LLC that owns real estate that my yoga studio rents from. 6. Boys & Girls Club Foundation. Not investment related. 1 Positive Place, Kingsport, TN 37660. Non-Profit. Treasurer. Start date: 01/2023. 2 hr/month; 1 during trading hours. Review bank statements & fin. statements filed by foundation.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-26

Designations

Other Names

• Greg Taylor
• Greg A Taylor