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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED | 2025-09-26 |
Branch Locations
501 S Austin Ave Suite 1220, Georgetown, TX 78626 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spencer Financial Strategies | Indianapolis | IN | 04/2025 | Present |
| Officespace Software | Austin | TX | 08/2023 | 03/2025 |
| Tiktok | Austin | TX | 09/2021 | 08/2023 |
| Securelink (Now Imprivata) | Austin | TX | 09/2018 | 09/2021 |
| Disney Vacation Club | Orlando | FL | 03/2015 | 06/2018 |
| Unemployed - Relocating From Florida To Texas | Austin | TX | 07/2018 | 08/2018 |
Independent Licensed Life Insurance Agent as of 12/10/2024 - business address 509 Bell Chime Cove, Liberty Hill, TX 78642; approximately 20 hours per month; approximately 4 hours per month during securities trading hours; duties include running life quotes/illustrations for clients, as needed. Co-owner of Travel by Taylors, LLC, a Texas limited liability company that provides travel planning and vacation services and spends approximately 10 hours per month (after market hours) on this work. Mr. Taylor may receive commissions from travel vendors for bookings made through this business. It is not investment-related and clients of the firm are not solicited by the travel company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
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