Wilson Crosby Taliaferro

Employer firm

Bush River Trust, LLC CRD 287995

$23.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 02/2017
  Axa Advisors Llc
  New York, NY
• 03/2017 → Present
  Bush River Trust, Llc
  Hunt Valley, MD

Previous Registrations

• 2016-03-07 → 2017-02-13
  Equitable Advisors, Llc
  Columbia, MD
  Phoenix, MD
  Columbia, MD

Other Businesses

Board Member; Gunpowder Riverkeeper, Inc.; Investment related: No; Location:107 Mt Carmel Rd #106, Parkton, MD 21120; Description of the business: Gunpowder Riverkeeper is a grassroots, advocacy based non-profit membership organization charged with protecting, conserving and restoring the Gunpowder River and its Watershed; Responsibilities Duties: Provide organizational leadership and advice as a board member for an environmental non-profit charged with protecting, conserving and restoring the Gunpowder River and its Watershed; Start date with business: 2019-12-01; Hours devoted to business outside trading hours: 6;

Exams

• S66 Uniform Combined State Law Examination
  2016-02-29

Other Names

• Wilson Taliaferro