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3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2019-03-11 |
| NC | RA | APPROVED | 2017-09-22 |
Branch Locations
3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regulus Advisors, Llc | Kentwood | MI | 04/2017 | 07/2017 |
| Saginaw Valley State University | Saginaw | MI | 05/2013 | 04/2017 |
| Taylor & Morgan Asset Management | Flint | MI | 07/2017 | Present |
| Taylor Capital Llc | Flint | MI | 01/2022 | Present |
1) Taylor Capital LLC; Investment Related: Yes; Location: 2302 Stonebridge Dr, Building D Flint MI 48532 US; Description: Private Real Estate Investment Fund; Position Title: Consultant; Responsibilities Duties: Consulting; Start date: 2022-01-01; Hours per month during trading hours: 20; Hours per month outside trading hours: 50.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-22 |
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