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Gregory Grant Taylor

LPl Financial LLC

Oklahoma City, OK

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-25
TX RA APPROVED_RES 2021-07-21
  • OK RA
    APPROVED
    Since 2024-01-25
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

4301 Nw 63Rd Suite 203, Oklahoma City, OK 73116 • 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
Waddell & Reed, Inc Oklahoma City OK 11/1999 07/2021
Various Insurance Carriers Oklahoma City OK 01/1996 07/2021
Greg Taylor, Inc. Oklahoma City OK 01/2009 07/2021
Greg Taylor, Inc. Ok City OK 01/2009 07/2021
Lpl Financial Llc Oklahoma City OK 07/2021 Present
  • 11/1999 → 07/2021
    Waddell & Reed, Inc
    Oklahoma City, OK
  • 01/1996 → 07/2021
    Various Insurance Carriers
    Oklahoma City, OK
  • 01/2009 → 07/2021
    Greg Taylor, Inc.
    Oklahoma City, OK
  • 01/2009 → 07/2021
    Greg Taylor, Inc.
    Ok City, OK
  • 07/2021 → Present
    Lpl Financial Llc
    Oklahoma City, OK
Previous Registrations
  • 2000-06-05 → 2021-07-21
    Waddell & Reed
    Oklahoma City, OK
    Norman, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Norman, OK
    Edmond, OK
    Edmond, OK
Other Businesses

1- 01/2009 / GREG TAYLOR INC / Business Entity For Tax/Investment Purposes Only / Investment Related / OKLAHOMA OK 73116

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-19
S63 Uniform Securities Agent State Law Examination 2000-01-17
  • S65 Uniform Investment Adviser Law Examination
    2000-04-19
  • S63 Uniform Securities Agent State Law Examination
    2000-01-17
Other Names
  • Greg Taylor

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
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