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Daniel Raymond Taylor

Taylor Morgan Capital Management, LLC

Dallas, TX

CRD 4099224

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Employer firm

Taylor Morgan Capital Management, LLC CRD 283163

$3.78M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Taylor Morgan Capital Management, Llc

2000 Mckinney Ave Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-11
  • TX RA
    APPROVED
    Since 2016-10-11

Branch Locations

2000 Mckinney Ave Suite 1200, Dallas, TX 75201 • 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
Taylor Morgan Capital Management, Llc Dallas TX 02/2016 Present
Daniel Taylor Partners, Ltd. Dallas TX 08/2007 05/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-18
  • S65 Uniform Investment Adviser Law Examination
    2015-12-18

View on SEC IAPD

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