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1 High Street Court, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-02-06 |
| CA | RA | APPROVED | 2025-08-22 |
| FL | RA | APPROVED | 2023-10-10 |
| NJ | RA | APPROVED | 2022-07-05 |
| LA | RA | APPROVED | 2022-06-16 |
| NY | RA | APPROVED | 2022-06-16 |
| PA | RA | APPROVED | 2022-06-16 |
Branch Locations
12341 Newport Avenue Ste. A-100, Santa Ana, CA 92705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-20 |
Branch Locations
12341 Newport Avenue Ste. A-100, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lavish Financial Planning | Morristown | NJ | 01/2022 | Present |
| Self-Employed | Chattanooga | TN | 06/2018 | 12/2021 |
| Davidson Capital Corporation | Davidson | NC | 07/2017 | 06/2018 |
| University Of Georgia | Athens | GA | 08/2013 | 07/2017 |
| Prosperity Road, Llc | Ringgold | GA | 03/2021 | Present |
1) Taylor Peters is a Paraplanner for the Prosperity Road LLC, a registered investment firm which accounts for approximately 5 hours a week of her time during trading hours.
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