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Inactive

Zachary Daniel Taylor

Lifetime Wealth Management P.C.

Rockwall, TX

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Current Employers
Lifetime Wealth Management P.C.

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-28
  • TX RA
    APPROVED
    Since 2024-03-28

Branch Locations

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • 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
State Of Florida Miami FL 10/2017 07/2018
Slam Miami Miami FL 03/2019 05/2021
Todd County Public Schools Elkton KY 06/2021 06/2022
Connemara Group Gaithersburg MD 07/2022 12/2023
University Of Miami Coral Gables FL 08/2016 05/2017
Unemployed Miami FL 06/2017 09/2017
University Of Miami Coral Gables FL 08/2018 01/2019
Lifetime Wealth Management Pc Rockwall TX 02/2024 Present
  • 10/2017 → 07/2018
    State Of Florida
    Miami, FL
  • 03/2019 → 05/2021
    Slam Miami
    Miami, FL
  • 06/2021 → 06/2022
    Todd County Public Schools
    Elkton, KY
  • 07/2022 → 12/2023
    Connemara Group
    Gaithersburg, MD
  • 08/2016 → 05/2017
    University Of Miami
    Coral Gables, FL
  • 06/2017 → 09/2017
    Unemployed
    Miami, FL
  • 08/2018 → 01/2019
    University Of Miami
    Coral Gables, FL
  • 02/2024 → Present
    Lifetime Wealth Management Pc
    Rockwall, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-16
  • S66 Uniform Combined State Law Examination
    2013-05-16
Designations
Other Names
  • Zachary Daniel Taylor
  • Zachary D Taylor

View on SEC IAPD

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