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Taylor Owen Wall

Pointoak Retirement Advisors

Mclean, VA

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Current Employers
Pointoak Retirement Advisors

1751 Pinnacle Dr Ste 600, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-03
  • VA RA
    APPROVED
    Since 2025-02-03

Branch Locations

1751 Pinnacle Dr Ste 600, Mclean, VA 22102 • 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
Capstone Retirement Group Vienna VA 02/2015 02/2023
Kestra Investment Services Llc Falls Church VA 07/2015 02/2023
Kestra Advisory Services, Llc Falls Church VA 12/2018 02/2023
Pointoak Retirement Advisors Alexandria VA 02/2025 Present
Unemployed Alexandria VA 02/2023 02/2025
  • 02/2015 → 02/2023
    Capstone Retirement Group
    Vienna, VA
  • 07/2015 → 02/2023
    Kestra Investment Services Llc
    Falls Church, VA
  • 12/2018 → 02/2023
    Kestra Advisory Services, Llc
    Falls Church, VA
  • 02/2025 → Present
    Pointoak Retirement Advisors
    Alexandria, VA
  • 02/2023 → 02/2025
    Unemployed
    Alexandria, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-16
S63 Uniform Securities Agent State Law Examination 2015-09-16
S66 Uniform Combined State Law Examination 2009-01-29
  • S65 Uniform Investment Adviser Law Examination
    2018-11-16
  • S63 Uniform Securities Agent State Law Examination
    2015-09-16
  • S66 Uniform Combined State Law Examination
    2009-01-29
Other Names
  • Taylor Wall

View on SEC IAPD

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Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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