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440 E. Huntington Drive, Suite 300, Arcadia, CA 91106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
440 E. Huntington Drive, Suite 300, Arcadia, CA 91106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor & Associates | Arcadia | CA | 08/2008 | Present |
| Change Path Llc | Leawood | KS | 06/2018 | 05/2019 |
| Jarvis M. Reeves Iii Dba Clarity Financial | Arcadia | CA | 06/2020 | Present |
| Significant Wealth Partners Inc. | Cary | IL | 07/2021 | 08/2022 |
NAME OF FIRM: TAYLOR & ASSOCIATES; ADDRESS: 440 E. Huntington Drive, Suite 300, Arcadia, CA 91006; START DATE: 08/2008; NATURE OF BUSINESS: INSURANCE PRODUCTS; TITLE: PRESIDENT; HOURS PER WEEK DURING TRADING HOURS: 11-20 HOURS; HOURS PER WEEK DURING NON-TRADING HOURS: 21-40 HOURS; RESPONSIBILITIES: CONDUCTING SEMINARS AND ADVISING ON LIFE AND ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-17 |
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