Chance Michael Taylor

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-08-13
OH	RA	APPROVED	2020-07-24

TX RA
APPROVED

Since 2020-08-13
OH RA
APPROVED

Since 2020-07-24

Branch Locations

545 Metro Place South Suite 300, Dublin, OH 43017 • 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
Morgan Stanley Smith Barney Llc	Dublin	OH	05/2020	Present
James Capital Alliance Inc.	Xenia	OH	05/2018	08/2018
Morgan Stanley Smith Barney Llc	Centerville	OH	04/2017	08/2017
Ohio State University Golf Course	Columbus	OH	04/2019	08/2019
The Ohio State University	Columbus	OH	08/2017	05/2020
The University Of Tennessee	Knoxville	TN	08/2016	05/2017
Morgan Stanley Private Bank, N.A.	New York	NY	09/2020	Present

05/2020 → Present

Morgan Stanley Smith Barney Llc

Dublin, OH
05/2018 → 08/2018

James Capital Alliance Inc.

Xenia, OH
04/2017 → 08/2017

Morgan Stanley Smith Barney Llc

Centerville, OH
04/2019 → 08/2019

Ohio State University Golf Course

Columbus, OH
08/2017 → 05/2020

The Ohio State University

Columbus, OH
08/2016 → 05/2017

The University Of Tennessee

Knoxville, TN
09/2020 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-24

S66 Uniform Combined State Law Examination

2020-07-24

View on SEC IAPD

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VOYA FINANCIAL ADVISORS, INC.

GOLDEN RESERVE RETIREMENT, LLC

MML INVESTORS SERVICES, LLC

Other Investors

WILLIAM KEITH ROOT

Jacob Palmer Martin

Michael Klubnik

JESSICA ANNE Hultberg

Timothy Joseph Burkett

ANDREW PAUL KEELER

Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH

PFS INVESTMENTS INC. · DUBLIN, OH

PFS INVESTMENTS INC. · DUBLIN, OH

DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH

CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH

BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH

VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

GOLDEN RESERVE RETIREMENT, LLC · Dublin, OH

More in Dublin, OH

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