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Current Employers
Taylor Turner Wealth Management Llc

Richmond, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-14
  • VA RA
    APPROVED
    Since 2025-03-14

Branch Locations

Richmond, VA • 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 Turner Wealth Management, Llc Richmond VA 02/2025 Present
Captech Ventures, Inc. Richmond VA 11/2024 11/2025
Capital One Richmond VA 08/2017 10/2024
Virtuoso, Llc Richmond VA 09/2016 08/2017
Allegiancy, Llc Richmond VA 08/2014 08/2017
  • 02/2025 → Present
    Richmond, VA
  • 11/2024 → 11/2025
    Captech Ventures, Inc.
    Richmond, VA
  • 08/2017 → 10/2024
    Capital One
    Richmond, VA
  • 09/2016 → 08/2017
    Virtuoso, Llc
    Richmond, VA
  • 08/2014 → 08/2017
    Allegiancy, Llc
    Richmond, VA
Other Businesses

SingleStone Consulting; not investment related; 2000 W Marshall Richmond, VA; technology and business consulting firm; 11/2025; 160 hr/mo; 140 during securities trading; technology and business consulting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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