Taylor Douglas Warren

Current Employers

Employment History

• 04/2016 → 09/2018
  James River Asset Management, Llc
  Midlothian, VA
• 10/2018 → 03/2021
  Northwestern Mutual Investment Services Llc
  Richmond, VA
• 10/2018 → 02/2021
  Eric Van Der Hyde
  Richmond, VA
• 10/2018 → 02/2021
  Christopher Vidler
  Richmond, VA
• 05/2016 → 09/2018
  Valmark Securities, Inc.
  Midlothian, VA
• 03/2021 → Present
  Raymond James Financial Services, Inc.
  Glen Allen, VA
• 03/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Glen Allen, VA

Previous Registrations

• 2019-03-18 → 2021-03-02
  Northwestern Mutual Investment Services, Llc
  Richmond, VA
• 2021-02-12 → 2021-02-12
  Raymond James Financial Services Advisors, Inc
  Glen Allen, VA
• 2018-07-14 → 2018-09-26
  James River Asset Management, Llc
  Midlothian, VA

Other Businesses

(1)Name of Business: Address: 9311, Cragmont Dr, VA, 23229, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/11/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm considering charging money for a hobby I've found an interest in outside of my professional career which is cleaning grave stones. I began with cleaning my own family's grave stones and believe there are people willing to pay for me to clean their family grave stone markers (on the weekends, outside of business hours). This has no relation to my work and would be performed on weekends only. It is simply cleaning stones with soap and a brush. (2)Name of Business: Concentric Wealth Partners Address: 4101 Cox Rd, Ste 175, Glen Allen, VA, 23060, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/17/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Concentric Wealth Partners is the DBA for our Raymond James financial planning and wealth management practice. (3)Name of Business: Hampden-Sydney College Address: 9311 Cragmont Dr, Henrico, VA, 23229, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 09/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibility is to remind personal friends of an annual Fall party for alumni of my alma mater, Hampden-Sydney College. I contact personal friends to save the date. Thanks!

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-16
• S65 Uniform Investment Adviser Law Examination
  2018-07-14

Designations

Other Names

• Taylor Douglas Warren
• Taylor D Warren