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Santa Ana, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-10 |
| UT | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 01/2019 | 08/2021 |
| Onetrust Home Loans | South Jordan | UT | 10/2018 | 01/2019 |
| Citywide Home Loans | Sandy | UT | 01/2019 | 01/2019 |
| Citywide Home Loans | Sandy | UT | 04/2017 | 10/2018 |
| Vrx Pharmacy Services | West Valley City | UT | 08/2016 | 04/2017 |
| Blue Barn Wealth | Orem | UT | 08/2021 | 12/2022 |
| The Accounting Factor | Sandy | UT | 02/2022 | 04/2023 |
| Aequitas Bookkeeping | Culver City | CA | 07/2022 | Present |
| Aequitas Financial, Llc | Culver City | CA | 03/2023 | Present |
| Addepar | Culver City | CA | 02/2023 | Present |
| Blue Barn Wealth | Orem | UT | 12/2022 | 01/2023 |
Taylor Bell is employed as a Client Success Manager at Addepar, a performance reporting software company. Taylor has been working at Addepar since February 2023. This activity accounts for approximately up to 20 hours per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-12 |
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