Dhillon Thomas Taylor

Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 12/2019
  Waddell & Reed Inc
  San Pedro, CA
• 02/2018 → 12/2019
  Various Insurance Carriers For W&R Insurance Agencies
  Long Beach, CA
• 02/2018 → 12/2019
  Michael Warkentin
  San Pedro, CA
• 03/2015 → 02/2018
  Waddell & Reed
  San Pedro, CA
• 11/2016 → 12/2019
  Vm Consulting
  Long Beach, CA
• 12/2019 → 03/2024
  Crown Capital Securities, Lp
  Orange, CA
• 12/2019 → 07/2026
  Secura Financial Llc
  Orange, CA
• 03/2024 → 07/2026
  Arkadios Capital
  Atlanta, GA
• 07/2026 → Present
  Legacy Wealth Managment, Llc
  Boise, ID

Previous Registrations

• 2020-01-17 → 2026-07-24
  Secura Financial
  Orange, CA
• 2019-12-02 → 2024-03-21
  Crown Capital Securities, L.P.
  Orange, CA
• 2018-05-02 → 2019-12-04
  Waddell & Reed
  Las Vegas, NV
  San Pedro, CA
  Seal Beach, CA
  Seal Beach, CA

Other Businesses

1. Eternity Insurance Strategies, LLC, Is not Investment Related, 4695 MacArthur Ct. #411, Newport Beach, CA 92660, 7/23/2026, 12 hours per month, 8 hours per month during trading hours, sell insurance to clients.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-02

Designations

• Certified Financial Planner