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Current Employers
Plagens & Taylor Wealth Management

517 W. Twohig Avenue, San Angelo, TX 76903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-28
  • TX RA
    APPROVED
    Since 2025-03-28

Branch Locations

517 W. Twohig Avenue, San Angelo, TX 76903 • 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
Taylor Enterprises Andrews TX 06/2010 12/2018
Dreher Investment Services, Inc. San Angelo TX 01/2019 Present
Plagens & Taylor Wealth Management San Angelo TX 03/2025 Present
  • 06/2010 → 12/2018
    Taylor Enterprises
    Andrews, TX
  • 01/2019 → Present
    Dreher Investment Services, Inc.
    San Angelo, TX
  • 03/2025 → Present
    San Angelo, TX
Previous Registrations
  • 2019-02-15 → 2025-06-17
    Dreher Investment Services, Inc.
    San Angelo, TX
Other Businesses

~1) DREHER INVESTMENT SERVICES, INC; Not investment-related; San Angelo, TX; Entity no longer conducts any advisory activities as of 06/2025; Owner & CFO; Start Date: 01/2019; 0 hours/month devoted to this business with 0 hours/month devoted during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-15
  • S65 Uniform Investment Adviser Law Examination
    2019-02-15

View on SEC IAPD

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