Natalie Ann Taylor

Current Employers

Employment History

• 01/2013 → 06/2018
  Learnvest Planning Services, Llc.
  Santa Barbara, CA
• 11/2018 → 11/2021
  Ellevest
  New York, NY
• 07/2018 → Present
  Natalie Taylor Sole Proprietor
  Santa Barbara, CA
• 11/2019 → Present
  Natalie Taylor Consulting Services, Llc
  Goleta, CA
• 06/2021 → 05/2023
  Monarch Money
  Goleta, CA
• 05/2023 → Present
  Monarch Money
  Goleta, CA

Previous Registrations

• 2018-11-16 → 2021-11-30
  Ellevest
  Santa Barbara, CA
  New York, NY
• 2013-01-24 → 2018-06-11
  Learnvest Planning Services, Llc
  San Diego, CA
  Santa Barbara, CA
• 2005-06-16 → 2013-01-11
  Ameriprise Financial Services, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2005-01-01 → 2005-05-23
  Ameriprise Financial Services, Llc
  San Diego, CA

Other Businesses

-Name: Natalie Ann Taylor -The business is non-investment related (not advising clients directly) -Address: 532 Bolinas Way #102, Goleta, CA 93117 -Nature of the business: Professional speaking, consulting and writing on financial topics for companies, organizations and consumers in a one-to-many format. -Position/Title/Relationship: Owner -Start Date: June 2018 -20 hours/month -Duties: prepare and present presentations on various financial topics, write on financial topics Natalie Taylor is a Company Advisor at Monarch Money where she is helping to develop consumer financial software. This activity accounts for up to 1 total hour of her time per week, up to 1 hour per week during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2004-12-30

Designations

Other Names

• Natalie Ann Adcock
• Natalie Ann Adcock