Best Investors
Account
Sign in
Best Investors
Account
Sign in
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-27 |
| GA | RA | APPROVED | 2020-10-02 |
| MI | RA | APPROVED | 2018-01-23 |
| SC | RA | APPROVED | 2017-01-10 |
| CA | RA | APPROVED | 2017-01-04 |
| NC | RA | APPROVED | 2017-01-03 |
Branch Locations
338 S. Sharon Amity Rd., Charlotte, NC 28211 • United States
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 10/2008 | 11/2016 |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 01/2017 | Present |
TAYLOR WEALTH MANAGEMENT GROUP 338 S. SHARON AMITY RD. CHARLOTTE, NC 28211 FIXED INSURANCE, LIFE, HEALTH & LTC OWNER/PRESIDENT EFFECTIVE: 01/2012 160 HOURS PER MONTH/40 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-19 |
Reach out to this advisor