Taylor Parker

Current Employers

Employment History

• 06/2015 → 04/2017
  Alphalytics Research, Llc
  The Woodlands, TX
• 06/2016 → 04/2017
  Sagepoint Financial, Inc.
  The Woodlands, TX
• 04/2017 → 06/2017
  Archetype Wealth Partners, Llc
  Houston, TX
• 06/2017 → 01/2024
  Engrave Wealth Partners, Llc
  The Woodlands, TX
• 01/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2017-08-31 → 2024-03-26
  Engrave Wealth Partners, Llc
  The Woodlands, TX
• 2017-04-25 → 2017-06-14
  Arkos Global Advisors, Llc
  Houston, TX
• 2016-08-13 → 2017-04-17
  Osaic Services, Inc.
  The Woodlands, TX

Other Businesses

1) Member of Heritage Springs Capital, LLC; Private residence; not investment related; Real Estate; Started 1/2024; 2 hours per month, 0 during trading. 2) Heritage Springs Properties, LLC; Private residence; not investment related; Real Estate; Started 1/2021; 1 hours per month, 0 during trading. 3) Name: Heritage Springs Oil & Gas, LLC; Address: 780 State Highway 150, New Waverly, TX 77358; Not Investment Related; Nature: Family LLC; Position/Title: Managing Member; Start: 04/01/2025; Hours/Month: 2; Hours during Market Hours: 0; Duties: Family LLC for private investments/family business activities

Exams

• S66 Uniform Combined State Law Examination
  2016-08-13

Designations

Other Names

• Taylor Scott Parker