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Lily Nicole Taft

Main Street Research LLC

Lakeville, CT

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Current Employers
Main Street Research Llc

342 Main Street, Lakeville, CT 06039 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-05-03
NV RA APPROVED 2022-05-05
CA RA APPROVED 2019-12-12
  • HI RA
    APPROVED
    Since 2024-05-03
  • NV RA
    APPROVED
    Since 2022-05-05
  • CA RA
    APPROVED
    Since 2019-12-12

Branch Locations

342 Main Street, Lakeville, CT 06039 • 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
Tulane University New Orleans LA 08/2017 05/2019
Read Nola New Orleans LA 08/2015 08/2017
Shelton Capital Management San Francisco CA 05/2017 08/2017
Tulane University New Orleans LA 08/2015 05/2019
Main Street Research, Llc Sausalito CA 06/2017 02/2019
Bike Easy New Orleans LA 08/2016 12/2016
Main Street Research Llc Sausilito CA 08/2019 Present
  • 08/2017 → 05/2019
    Tulane University
    New Orleans, LA
  • 08/2015 → 08/2017
    Read Nola
    New Orleans, LA
  • 05/2017 → 08/2017
    Shelton Capital Management
    San Francisco, CA
  • 08/2015 → 05/2019
    Tulane University
    New Orleans, LA
  • 06/2017 → 02/2019
    Main Street Research, Llc
    Sausalito, CA
  • 08/2016 → 12/2016
    Bike Easy
    New Orleans, LA
  • 08/2019 → Present
    Main Street Research Llc
    Sausilito, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-12
  • S65 Uniform Investment Adviser Law Examination
    2019-12-12
Designations

View on SEC IAPD

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Natalie Elaine McMahon

Other Offices

EIA INVESTMENTS LLC · SALISBURY, CT
OPPENHEIMER + CLOSE, LLC · Lakeville, CT
LPL FINANCIAL LLC · SHARON, CT
OSAIC INSTITUTIONS, INC. · Copake, NY
COMMONWEALTH FINANCIAL NETWORK · Stanfordville, NY
INDEPENDENT FINANCIAL GROUP, LLC · NORFOLK, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Great Barrington, MA
TABLEAUX WEALTH · GREAT BARRINGTON, MA

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