Dhillon Thomas Taylor

Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-23

TX RA
APPROVED

Since 2026-07-23

Branch Locations

2600 South Shore Blvd. #300, League City, TX 77573 • United States

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • 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

Organization	City	State	From	To
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	02/2018	12/2019
Waddell & Reed	San Pedro	CA	03/2015	02/2018
Vm Consulting	Long Beach	CA	11/2016	12/2019
Crown Capital Securities, Lp	Orange	CA	12/2019	03/2024
Secura Financial Llc	Orange	CA	12/2019	07/2026
Arkadios Capital	Atlanta	GA	03/2024	07/2026
Legacy Wealth Managment, Llc	Boise	ID	07/2026	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-02

S66 Uniform Combined State Law Examination

2018-05-02

Designations

View on SEC IAPD