Taylor Thomas Leary

Current Employers

Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APP_PEND_IARCE	2026-05-04
TX	RA	APPROVED	2026-05-01

CO RA
APP_PEND_IARCE

Since 2026-05-04
TX RA
APPROVED

Since 2026-05-01

Branch Locations

6400 S Fiddlers Green Cir Suite 100, Greenwood Village, CO 80111 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Presidential Brokerage, Inc./Forta Financial	Greenwood Village	CO	04/2011	10/2020
Cs Planning Corp.	Greenwood Village	CO	10/2020	04/2026
Four Points Wealth Management Llc	Greewood Village	CO	10/2020	Present
Advisory Solutions Group	Greenwood Village	CO	05/2026	Present

04/2011 → 10/2020

Presidential Brokerage, Inc./Forta Financial

Greenwood Village, CO
10/2020 → 04/2026

Cs Planning Corp.

Greenwood Village, CO
10/2020 → Present

Four Points Wealth Management Llc

Greewood Village, CO
05/2026 → Present

Advisory Solutions Group

Greenwood Village, CO

Previous Registrations

2020-11-02 → 2026-06-02

Cs Planning Corp

Greenwood Village, CO

Greenwood Village, CO
2011-04-01 → 2020-11-16

Forta Financial Group, Inc.

Greenwood Village, CO
2009-11-09 → 2011-02-10

Edward Jones

St Louis, MO

Vail, CO

Other Businesses

FOUR POINTS WEALTH - INSURANCE - GREENWOOD VILLAGE, CO. FIXED LIFE INSURANCE QOUTES AND SALES. 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-11-05

S66 Uniform Combined State Law Examination

2009-11-05

Designations

View on SEC IAPD