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Anthony Jamone Taylor

Oakwell Private Wealth Management

Cedar Park, TX

Austin, TX

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Current Employers
Oakwell Private Wealth Management

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-01
  • TX RA
    APPROVED
    Since 2020-07-01

Branch Locations

6300 183A Toll Road Suite 260, Cedar Park, TX 78641 • United States

3200 Steck Ave Suite 200, Austin, TX 78757 • 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
OrganizationCityStateFromTo
Texas State University San Marcos TX 06/2016 05/2020
Oakwell Private Wealth Management Austin TX 01/2020 06/2020
Cintas San Antonio TX 05/2019 07/2019
Oakwell Private Wealth Management Austin TX 05/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-13
  • S65 Uniform Investment Adviser Law Examination
    2020-06-13
Designations

View on SEC IAPD

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