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Inactive

Taylor David Barton

Markle Financial LLC

Laramie, WY

CRD 7337991

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Employer firm

Markle Financial LLC CRD 302088

$141M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Markle Financial Llc

506 S. 21St. St. Suite 101, Laramie, WY 82070 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-08
WY RA APPROVED 2021-07-22
  • TX RA
    APPROVED_RES
    Since 2026-06-08
  • WY RA
    APPROVED
    Since 2021-07-22

Branch Locations

506 S. 21St. St. Suite 101, Laramie, WY 82070 • 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
Markle Financial Llc Laramie WY 10/2020 Present
American Truck Business Services Laramie WY 08/2020 10/2020
Uniwyo Fcu Laramie WY 05/2019 08/2020
The Navigators Colorado Springs CO 05/2017 05/2019
University Of Wyoming Laramie WY 03/2016 05/2017
Laramie County Community College Laramie WY 08/2014 05/2017
  • 10/2020 → Present
    Markle Financial Llc
    Laramie, WY
  • 08/2020 → 10/2020
    American Truck Business Services
    Laramie, WY
  • 05/2019 → 08/2020
    Uniwyo Fcu
    Laramie, WY
  • 05/2017 → 05/2019
    The Navigators
    Colorado Springs, CO
  • 03/2016 → 05/2017
    University Of Wyoming
    Laramie, WY
  • 08/2014 → 05/2017
    Laramie County Community College
    Laramie, WY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-22
  • S65 Uniform Investment Adviser Law Examination
    2021-07-22

View on SEC IAPD

Nearby Firms

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HP WEALTH MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.

Nearby Investors

MELODIE MARIE DAVIS
Blake Alexander Moore
JACOB M HEEREN

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laramie, WY
HP WEALTH MANAGEMENT LLC · LARAMIE, WY
PRINCIPAL SECURITIES, INC. · LARAMIE, WY

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