Taylor Burwell Smith

Current Employers

Employment History

• 02/2012 → 11/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2013 → 11/2019
  Northwestern Mutual Investment Services, Llc
  Fairfax, VA
• 11/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2019 → Present
  Flowerstone Financial
  Reston, VA
• 09/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2000 → Present
  Flowerstone Financial
  Reston, VA

Other Businesses

1)StonePoint HOA; 3020 Hamaker Court Suite 300 Fairfax, VA 22031; 04/16/21; President, Approval of HOA related expenses (funds dispersed by management company) Property inspections Leading HOA community meetings; NIR; 20/YR - 0/Trading 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/MO-80/TRADING 09/02/2021.ADMINISTRATIVE IAR OF CIRA. OBA REPORT SUBMITTED ON FINANCIAL PROFESSIONAL'S BEHALF, BY CIR HOME OFFICE. TIME SPENT IS ESTIMATED 3) Flowerstone Financial, 1900 Reston Metro Plaza, Ste 600, Reston VA 20190, United States, 11/18/2019, W2 Employee, NIR, 40 HR/MO- 8 HR/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-01
• S63 Uniform Securities Agent State Law Examination
  2013-04-30

Designations

Other Names

• Taylor Burwell Smith