Charles Jacob Taylor

Current Employers

Employment History

• 08/2012 → 06/2017
  Lemoore High School
  Lemoore, CA
• 06/2017 → 08/2017
  Nas Lemoore Aquatics
  Nas Lemoore, CA
• 08/2017 → 12/2021
  Texas State University
  San Marcos, TX
• 05/2018 → 07/2018
  Rachel Taylor Swim School
  Lemoore, CA
• 08/2018 → 05/2019
  Texas Ski Ranch
  New Braunfels, TX
• 05/2019 → 07/2019
  Rachel Taylor Swim School
  Lemoore, CA
• 07/2019 → 05/2020
  Unemployed
  San Marcos, TX
• 05/2020 → 07/2020
  Rachel Taylor Swim School
  Lemoore, CA
• 01/2021 → 05/2021
  The Bandit Golf Club
  New Braunfels, TX
• 05/2021 → 07/2021
  Rachel Taylor Swim School
  Lemoore, CA
• 08/2021 → 01/2022
  Onion Creek Golf Club
  Austin, TX
• 02/2022 → Present
  Lpl Financial
  Lemoore, CA
• 09/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Other Businesses

1. 11/03/2022 - RWM Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/21/2022 - 160 Hours Per Month/100 Hours During Securities Trading 2. 12/19/2024- Global Retirement Partners- Registered Investment Advisor-I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. - INV Related- At Reported Business Location(s)- Start date 07/02/2024 3. 12/19/2024- RWM Financial Group- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 07/02/2024- 160 Hours Month- 160 Hours During Trading 4) 04/03/2025 - CHARLES TAYLOR - Investment Related - Non-Variable Insurance - Home Based - Start Date:03/20/2025 - 4 Hrs/Mth - 0 Hrs During Trading. 5) 05/16/2025 - Rossiter Wealth Management - Inv. Related - DBA for LPL Business (entity for LPL business) - At reported business locations - Start Date:02/01/2016 - 160 Hrs/Mth - 6 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29

Other Names

• Jake Taylor