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Taylor Ross Herzog

Valinor Wealth Management

Plano, TX

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Current Employers
Valinor Wealth Management

5851 Legacy Circle 6Th Floor, Plano, TX 75024 • United States

Current Registrations

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

Branch Locations

5851 Legacy Circle 6Th Floor, Plano, TX 75024 • 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
Ahuja And Clark, Pllc Plano TX 03/2016 08/2018
Tython Capital, Llc Dba Tyme Advisors Dallas TX 07/2016 Present
Lake Point Wealth Management, Llc Heath TX 04/2018 01/2020
Valkyrie Equities Corporation Dallas TX 09/2020 02/2022
Tyme Capital Holdings, Inc. Dallas TX 01/2019 03/2026
  • 03/2016 → 08/2018
    Ahuja And Clark, Pllc
    Plano, TX
  • 07/2016 → Present
    Tython Capital, Llc Dba Tyme Advisors
    Dallas, TX
  • 04/2018 → 01/2020
    Lake Point Wealth Management, Llc
    Heath, TX
  • 09/2020 → 02/2022
    Valkyrie Equities Corporation
    Dallas, TX
  • 01/2019 → 03/2026
    Tyme Capital Holdings, Inc.
    Dallas, TX
Previous Registrations
  • 2018-05-18 → 2020-02-27
    Lake Point Wealth Management, Llc
    Heath, TX
  • 2008-08-28 → 2009-10-20
    True North Advisors, Llc
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-12-13
  • S63 Uniform Securities Agent State Law Examination
    2020-12-13
Designations
Other Names
  • Taylor R Herzog

View on SEC IAPD

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