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3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-12 |
| NC | RA | APPROVED | 2013-03-18 |
| MI | RA | APPROVED | 2011-03-18 |
Branch Locations
3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor & Morgan Pc | Flint | MI | 03/2010 | Present |
| Taylor & Morgan Asset Management, Llc (156177) | Flint | MI | 02/2011 | Present |
| Taylor Capital, Llc | Charlotte | NC | 01/2019 | Present |
1)ROBERT T. TAYLOR LAW FIRM, 100% BUSINESS OWNER, 2302 STONEBRIDGE DR. BUILDING D, FLINT MI, STARTED IN APRIL 2010. 5HRS/MONTH, 0 DURING SEC HRS. THIS FIRM WAS ESTABLISHED TO COLLECT REFERRAL FEES FROM OTHER ATTORNEYS. 2)TAYLOR & MORGAN ASSET MANAGEMENT; FLINT, MI; INVESTMENT RELATED; 100% OWNER; 9/10; 20 HOURS/MONTH; 4 HOURS DURING TRADING; FINANCIAL SERVICES ENTITY 2)MFCI, INC.; MEMBER; SCHEDD7ATYPE : REGISTERED MUNICIPAL ADVISOR; NON-INVESTMENT RELATED; 2302 STONEBRIDGE DR., FLINT, MI 48532; DESCRIPTION OF THE BUSINESS : MFCI IS A MUNICIPAL FINANCIAL ADVISORY SPECIALIZING IN MUNICIPAL BOND ISSUES; RESPONSIBILITIES DUTIES : NO DAY TO DAY RESPONSIBILITIES; 2018-02-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS : 0; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS : 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS : 0 3 )Taylor Capital, LLC; Investment related: Yes; 1213 W. Morehead St., 5th Floor Charlotte North Carolina 28208 United States; Taylor Capital, LLC is the General Partner for Dormie Equity Partners, LP, which is a private real estate investment fund. ; Position Title: CEO; Responsibilities Duties: Rob oversees Taylor Capital's management of Dormie Equity Partners, LP. He responsible for managing the leasing, financing, acquisitions, and repositioning of the real estate owned by Dormie Equity Partners, LP. ; Start date: 2019-01-01; Hours per month during trading hours: 10; Hours per month outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 25.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-07 |
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