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Taylor Kay Wolverton

Peace Of Mind Wealth Management

Raleigh, NC

St. George, UT

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Current Employers
Peace Of Mind Wealth Management

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-04-24
TX RA APPROVED 2023-03-17
NC RA APPROVED 2022-11-22
  • UT RA
    APPROVED
    Since 2023-04-24
  • TX RA
    APPROVED
    Since 2023-03-17
  • NC RA
    APPROVED
    Since 2022-11-22

Branch Locations

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

St. George, UT • 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
Chemtech Ford Labs Sandy UT 03/2015 12/2019
Deseret Mutual Benefits Administrators Salt Lake City UT 12/2019 12/2020
Wealth Mode Financial Planning Logan UT 01/2021 05/2022
Na Orem UT 05/2022 09/2022
Peace Of Mind Wealth Management, Llc Raleigh NC 10/2022 Present
Pom Investment Strategies, Llc Raleigh NC 10/2022 Present
  • 03/2015 → 12/2019
    Chemtech Ford Labs
    Sandy, UT
  • 12/2019 → 12/2020
    Deseret Mutual Benefits Administrators
    Salt Lake City, UT
  • 01/2021 → 05/2022
    Wealth Mode Financial Planning
    Logan, UT
  • 05/2022 → 09/2022
    Na
    Orem, UT
  • 10/2022 → Present
    Peace Of Mind Wealth Management, Llc
    Raleigh, NC
  • 10/2022 → Present
    Pom Investment Strategies, Llc
    Raleigh, NC
Other Businesses

Affiliated with POM Tax Strategies, LLC, tax preparation and filing services. This is an affiliated entity under common ownership of Peace of Mind, hours spent per month approximately 25.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-14
  • S65 Uniform Investment Adviser Law Examination
    2022-01-14
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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