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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-17 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspen Capital Management Llc | St. George | UT | 01/2020 | 06/2020 |
| Student | St. George | UT | 08/2019 | 06/2020 |
| Blm | Richfield | UT | 05/2019 | 08/2019 |
| Student | St. George | UT | 08/2018 | 05/2019 |
| Blm | Richfield | UT | 04/2018 | 08/2018 |
| Petal Lane | Richfield | UT | 10/2017 | 04/2018 |
| Forest Service | Richfield | UT | 05/2017 | 08/2017 |
| Big 5 | Richfield | UT | 01/2017 | 04/2017 |
| El Mexicano | Mt. Pleasant | UT | 09/2016 | 11/2016 |
| Miller & Co, Cpa | Richfield | UT | 07/2020 | 12/2020 |
| Cranney Insurance Agency | Richfield | UT | 04/2021 | 11/2021 |
| Brent Brown Insurance | Richfield | UT | 01/2022 | 03/2022 |
| Taylor Insurance & Investments | Central Valley | UT | 06/2023 | Present |
| Cove View Golf Course | Richfield | UT | 04/2022 | 06/2023 |
| Unemployed | Central Valley | UT | 12/2020 | 04/2021 |
| Unemployed | Central Valley | UT | 11/2021 | 01/2022 |
| Portfolio Medics | Bonita Springs | FL | 06/2025 | Present |
| Fierce Firearms | Central Valley | UT | 06/2023 | Present |
Mr. Taylor has the following Outside Business Activities (OBA): Owner, Taylor Insurance and Investments. In this role he transacts in insurance products including annuities for clients. He spends approximately 25 hours a month during market and non-market hours in this business. HR Manager through Fierce Firearms. In this role Mr. Taylor provides HR services for the company. He spends approximately 10 hours a month in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-30 |
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