Taylor Leigh Mcbee

Current Employers

Employment History

• 02/2012 → Present
  Dudley Asset Management
  Calhoun, GA
• 05/2012 → Present
  Self Employed
  Calhoun, GA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Calhoun, GA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Calhoun, GA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Cedar Rapids, IA
  Calhoun, GA
  Rochester, MN
• 2012-08-30 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Calhoun, GA
  Cedar Rapids, IA

Other Businesses

1. DUDLEY ASSET MANAGEMENT POSITION: CERTIFIED FINANCIAL PLANNER[TM] NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/29/2012 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Securities business. Opening brokerage accounts and doing client reviews. Russell Dudley has given me permission to offer securities using Dudley Asset Management as my DBA name. 2. DUDLEY ASSET MANAGEMENT POSITION: Certified Financial Planner [TM] NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2012 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Fixed annuity and life insurance sales; client meetings, quotes, and follow-up activities 3. BOYS AND GIRLS CLUB REGIONAL BOARD MEMBER POSITION: Board member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: P.O. Box 309, Dalton GA 30722, United States DESCRIPTION: Attend board meetings every other month. Volunteer at events on occasion. Attend committee meetings. 4. DUDLEY ASSET MANAGEMENT POSITION: Certified Financial Planner Professional NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/22/2015 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Provide notary services to clients at no charge. 5. MCBEE FINANCIAL SERVICES, LLC POSITION: President NATURE: S-Corp (pass through entity) INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2019 ADDRESS: 1558 Carl Wood Rd, Rocky Face GA 30740, United States DESCRIPTION: This is a pass through entity for commissions. I pay myself wages through it. 6. PROPER CONSTRUCTION GROUP POSITION: employee NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2023 ADDRESS: 1558 Carl Wood Rd, Rocky Face GA 30740, United States DESCRIPTION: This is my husband's business that he is 100% owner of. Our accountant has recommended he put me on his payroll for a one time check every year to max out a Simple IRA. That is the sole purpose. 7. WESTSIDE ELEMENTARY PARENT TEACHERS ORGANIZATION POSITION: Co-President NATURE: non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/12/2024 ADDRESS: 1815 Utility Rd, Rocky Face GA 30740, United States DESCRIPTION: Attend meetings, record and report minutes, assist in the creation of agenda for meetings, receive all correspondence to the organization and make appropriate responses, attend financial audit meeting annually, perform other duties as needed 8. BROWNE, DRAPER AND LAND LLC POSITION: consulting NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2025 ADDRESS: 118 W King St, Dalton GA 30720, United States DESCRIPTION: Practice consulting - will be teaching about my team's practice, office efficiencies, case studies, workflows, etc on a monthly basis.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-29

Other Names

• Taylor Leigh Horseman