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Taylor Renee Cole

Woodward Financial Advisors, Inc.

Chapel Hill, NC

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Current Employers
Woodward Financial Advisors, Inc.

101 Glen Lennox Drive Suite 110, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-03
  • NC RA
    APPROVED
    Since 2024-01-03

Branch Locations

101 Glen Lennox Drive Suite 110, Chapel Hill, NC 27517 • 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
High Road Management Llc Chapel Hill NC 08/2020 06/2023
The Kahn-Williams Family Carrboro NC 05/2017 08/2020
Maxim Healthcare Services Raleigh NC 05/2016 05/2018
A.E. Finley Ymca Raleigh NC 09/2016 04/2017
Woodward Financial Advisors, Inc. Chapel Hill NC 06/2023 Present
  • 08/2020 → 06/2023
    High Road Management Llc
    Chapel Hill, NC
  • 05/2017 → 08/2020
    The Kahn-Williams Family
    Carrboro, NC
  • 05/2016 → 05/2018
    Maxim Healthcare Services
    Raleigh, NC
  • 09/2016 → 04/2017
    A.E. Finley Ymca
    Raleigh, NC
  • 06/2023 → Present
    Woodward Financial Advisors, Inc.
    Chapel Hill, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-14
  • S65 Uniform Investment Adviser Law Examination
    2022-06-14
Designations

View on SEC IAPD

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