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Daniel Gerald Taylor

Plante Moran Financial Advisors

East Lansing, MI

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-06-03
  • MI RA
    APPROVED
    Since 2021-06-03

Branch Locations

1111 E Michigan Ave., East Lansing, MI 48823 • 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
Plante Moran Financial Advisors East Lansing MI 08/2020 Present
University Of Michigan Ann Arbor MI 01/2017 05/2020
Plante Moran Financial Advisors East Lansing MI 06/2019 08/2019
Ann Arbor State Bank Ann Arbor MI 05/2018 08/2018
University Of Michigan Flint MI 09/2015 12/2016
Flushing Valley Golf & Country Club Flushing MI 04/2016 09/2016
  • 08/2020 → Present
    Plante Moran Financial Advisors
    East Lansing, MI
  • 01/2017 → 05/2020
    University Of Michigan
    Ann Arbor, MI
  • 06/2019 → 08/2019
    Plante Moran Financial Advisors
    East Lansing, MI
  • 05/2018 → 08/2018
    Ann Arbor State Bank
    Ann Arbor, MI
  • 09/2015 → 12/2016
    University Of Michigan
    Flint, MI
  • 04/2016 → 09/2016
    Flushing Valley Golf & Country Club
    Flushing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-03
  • S65 Uniform Investment Adviser Law Examination
    2021-06-03
Designations
Other Names
  • Danny Taylor

View on SEC IAPD

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INTEGRATED WEALTH CONCEPTS LLC
J.P. MORGAN SECURITIES LLC
HANTZ FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

Monica L Dawes
NATHAN LEE PARRISH
CRAIG ALAN LAZAR
TRACY L KENDRICK
OLIVIA M MARTIN
JAMES MOONEY MILLER
MICHELE ANN STRAUSS
DOUGLAS ROBERT KAHL

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · EAST LANSING, MI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · EAST LANSING, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · East Lansing, MI
STRAIGHTLINE · East Lansing, MI
INTEGRATED WEALTH CONCEPTS LLC · EAST LANSING, MI
J.P. MORGAN SECURITIES LLC · EAST LANSING, MI
HANTZ FINANCIAL SERVICES, INC. · OKEMOS, MI
HANTZ FINANCIAL SERVICES, INC. · OKEMOS, MI

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