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Trey Allen Taylor

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Summerville, SC

Charleston, SC

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Current Employers
Forvis Mazars Wealth Advisors, Llc

910 East St Louis St, Springfield, MO 65806 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-04
  • SC RA
    APPROVED
    Since 2025-06-04

Branch Locations

910 East St Louis St, Springfield, MO 65806 • United States

133 E 1St N Street Suite 8, Summerville, SC 29483 • United States

525 East Bay Street Suite 100, Charleston, SC 29403 • 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
Pruco Securities Llc Mount Pleasant SC 07/2021 11/2021
Raskob Kambourian Financial Advisors, Ltd. Tucson AZ 01/2021 06/2021
New York Life Charleston SC 06/2021 07/2021
Meyers Wealth Management Columbus OH 06/2019 08/2019
University Of Arizona Tucson AZ 08/2016 05/2021
Levi's Strauss & Co. Phoenix AZ 11/2015 08/2017
Starbucks Charleston SC 09/2021 11/2022
Total Quality Logistics Charleston SC 01/2022 12/2022
Johnson And Johnson Insurance Charleston SC 03/2023 06/2024
Forvis Mazars Wealth Advisors, Llc Charleston SC 06/2024 Present
  • 07/2021 → 11/2021
    Pruco Securities Llc
    Mount Pleasant, SC
  • 01/2021 → 06/2021
    Raskob Kambourian Financial Advisors, Ltd.
    Tucson, AZ
  • 06/2021 → 07/2021
    New York Life
    Charleston, SC
  • 06/2019 → 08/2019
    Meyers Wealth Management
    Columbus, OH
  • 08/2016 → 05/2021
    University Of Arizona
    Tucson, AZ
  • 11/2015 → 08/2017
    Levi's Strauss & Co.
    Phoenix, AZ
  • 09/2021 → 11/2022
    Starbucks
    Charleston, SC
  • 01/2022 → 12/2022
    Total Quality Logistics
    Charleston, SC
  • 03/2023 → 06/2024
    Johnson And Johnson Insurance
    Charleston, SC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors, Llc
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-03
S66 Uniform Combined State Law Examination 2023-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-06-03
  • S66 Uniform Combined State Law Examination
    2023-09-16
Other Names
  • Trey Taylor

View on SEC IAPD

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