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Tomball, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Williams Worldwide | Tomball | TX | 01/2000 | Present |
| New York Life | Houston | TX | 09/2013 | 11/2018 |
| Nylife Securities Llc | Houston | TX | 09/2013 | 11/2018 |
| Eagle Strategies Llc | Houston | TX | 12/2017 | 11/2018 |
| J.P. Morgan Securities | Houston | TX | 01/2019 | 02/2019 |
| Frost Investment Services | Houston | TX | 09/2019 | 03/2020 |
| Centric Advisors Llc | Houston | TX | 04/2020 | 03/2021 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 04/2021 | 01/2025 |
| Taylor Williams Private Wealth Management Llc | Tomball | TX | 02/2025 | Present |
| Shaun Taylor, Sole Proprietor | Tomball | TX | 08/2013 | Present |
1. Taylor Williams Worldwide; Tomball, TX; The purpose is to participate in Sports and Entertainment as a Coach/Player and as a DJ of music; not investment related; Owner; 01/2000; 5 hrs./month; 0 hrs. during trading; Coach youth in Basketball, Golf, Track & Field, baseball. private lesson, DJ (music) of events. 2. Shaun Taylor, Sole Proprietor; Tomball, TX; Life insurance sales and service; investment related; Agent; 08/2013; 40 hrs./month; 30 hrs. during trading; insurance service and sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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