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Michael Griffith Taylor

Taylor Financial Planning LLC

Nashville, TN

CRD 6360912

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Employer firm

Taylor Financial Planning LLC CRD 336565

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Taylor Financial Planning Llc

Nashville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-18
  • TN RA
    APPROVED
    Since 2025-07-18

Branch Locations

Nashville, TN • 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
Taylor Financial Planning Llc Nashville TN 03/2025 Present
Amazon, Inc. Nashville TN 01/2024 Present
Unemployed Nashville TN 06/2023 12/2023
Daxko Llc Nashville TN 05/2017 06/2023
Regions Bank St. Louis MO 06/2016 05/2017
  • 03/2025 → Present
    Taylor Financial Planning Llc
    Nashville, TN
  • 01/2024 → Present
    Amazon, Inc.
    Nashville, TN
  • 06/2023 → 12/2023
    Unemployed
    Nashville, TN
  • 05/2017 → 06/2023
    Daxko Llc
    Nashville, TN
  • 06/2016 → 05/2017
    Regions Bank
    St. Louis, MO
Other Businesses

1. Amazon, Inc. Non-Investment related; Nashville, TN; Business Developer; 01/2024; 160/hrs month; 8 hours during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-18
  • S65 Uniform Investment Adviser Law Examination
    2025-01-18

View on SEC IAPD

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