Trey Kenyon Taylor

Current Employers

Leap Wealth Management

6301 Gaston Ave Suite 205, Dallas, TX 75214 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-12-20

TX RA
APPROVED

Since 2018-12-20

Branch Locations

6301 Gaston Ave Suite 205, Dallas, TX 75214 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Leap Wealth Management	Dallas	TX	04/2010	Present

04/2010 → Present

Leap Wealth Management

Dallas, TX

Previous Registrations

2010-04-19 → 2018-05-24

Leap Wealth Management

Dallas, TX
2004-10-28 → 2010-04-22

Ameriprise Financial Services, Llc

Southlake, TX

Dallas, TX

Other Businesses

INDEPENDENT INSURANCE AGENT INVESTMENT RELATED SALE OF FIXED INSURANCE AND/OR ANNUITIES LESS THAN 10 HOURS PER MONTH DURING TRADING HOURS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-10-04

S66 Uniform Combined State Law Examination

2004-10-04

View on SEC IAPD

Current Employers

Leap Wealth Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews