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Richard Christopher Taylor

Plan First Wealth LLC

Greenwich, CT

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Current Employers
Plan First Wealth Llc

Greenwich, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-09-30
TX RA APPROVED_RES 2018-01-26
  • CT RA
    APPROVED
    Since 2021-09-30
  • TX RA
    APPROVED_RES
    Since 2018-01-26

Branch Locations

Greenwich, CT • 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
Devere Usa Inc. New York NY 03/2015 01/2018
Plan First Wealth Llc New York NY 01/2018 Present
  • 03/2015 → 01/2018
    Devere Usa Inc.
    New York, NY
  • 01/2018 → Present
    Plan First Wealth Llc
    New York, NY
Previous Registrations
  • 2015-04-08 → 2018-01-17
    Brite Advisors Usa, Inc.
    San Francisco, CA
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-04
  • S65 Uniform Investment Adviser Law Examination
    2014-12-04

View on SEC IAPD

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