Katy Lin Taylor

Current Employers

Plagens & Taylor Wealth Management

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Dreher Investment Services, Inc.	San Angelo	TX	07/2008	06/2025
Plagens & Taylor Wealth Management	San Angelo	TX	03/2025	Present

07/2008 → 06/2025

Dreher Investment Services, Inc.

San Angelo, TX
03/2025 → Present

Plagens & Taylor Wealth Management

San Angelo, TX

Previous Registrations

2009-02-11 → 2025-06-17

Dreher Investment Services, Inc.

San Angelo, TX

Other Businesses

~1) Close to My Heart; NOT investment-related; San Angelo, TX; create paper-crafts; Independent Consultant; Start date 11/02/2002; 20 hours/month - none during securities trading hours. ~ ~2) Red Aspen; NOT investment-related; San Angelo, TX; receive affiliate income from nail & beauty products; Independent Ambassador; Start date 04/01/2022; minimal hours/month - none during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-02-09

S65 Uniform Investment Adviser Law Examination

2009-02-09

Other Names

Katy Lin Donaldson

View on SEC IAPD