Best Investors Account Sign in
Inactive

Taylor Alexander Bauerle

Captrust

Lake Mary, FL

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-10
  • FL RA
    APPROVED
    Since 2023-01-10

Branch Locations

100 Colonial Center Parkway Suite 220, Lake Mary, FL 32746 • 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
Bauerle Financial Inc. Lake Mary FL 01/2017 04/2022
Tech Tempest, Inc. Dba B&W Global Atlanta GA 03/2014 09/2017
Kairos Private Wealth, Inc. Lake Mary FL 11/2020 10/2022
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2022 Present
  • 01/2017 → 04/2022
    Bauerle Financial Inc.
    Lake Mary, FL
  • 03/2014 → 09/2017
    Tech Tempest, Inc. Dba B&W Global
    Atlanta, GA
  • 11/2020 → 10/2022
    Kairos Private Wealth, Inc.
    Lake Mary, FL
  • 10/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2021-01-25 → 2023-03-29
    Kairos Private Wealth, Inc.
    Lake Mary, FL
  • 2020-02-11 → 2022-04-21
    Bauerle Financial, Inc
    Deland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-03
S63 Uniform Securities Agent State Law Examination 2013-09-04
  • S65 Uniform Investment Adviser Law Examination
    2020-02-03
  • S63 Uniform Securities Agent State Law Examination
    2013-09-04

View on SEC IAPD

More in Lake Mary, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor