Terence Herbert Taylor

Current Employers

Employment History

• 01/2008 → 07/2017
  National Planning Corporation
  San Marcos, TX
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 04/2014 → Present
  E3 Wealth
  Buda, TX
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA
• 09/2025 → Present
  Transcend Llc
  Buda, TX

Other Businesses

1) E3 WEALTH POSITION: senior partner NATURE: solicit and sell insurance and fixed annuity products INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/14/2014 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610 United States DESCRIPTION: solicit and sell insurance and fixed annuity products 2) HOF CAPITAL INVESTMENTS POSITION: owner NATURE: LLC setup to run business expenses for insurance and annuity sells INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610, United States DESCRIPTION: LLC setup to run business expenses for insurance and annuity sells 3) Name: LMFB; Investment Related: Yes; Address: 835 MAIN STREET BUILDING #200, BUDA, TX 78610; Nature of the Business: Private Investment Group; Position: Member; Start Date: 3/2022; Hour Per Week: 1-2 Hours 4) Name: Transce3nd; Investment Related: Yes; Address: 835 MAIN STREET BUILDING #200, BUDA, TX 78610; Nature of the Business: Registered Investment Advisory; Position: Investment Advisor Representative; Hours Per Week: 25 Hours; Start Date: 12/1/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-14
• S63 Uniform Securities Agent State Law Examination
  2009-04-27

Other Names

• Terry Taylor