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Inactive

Andrew Reagan Taylor

Prota Financial

Houston, TX

Ruston, LA

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Current Employers
Prota Financial

1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-14
TX RA APPROVED 2022-08-03
  • LA RA
    APPROVED
    Since 2023-07-14
  • TX RA
    APPROVED
    Since 2022-08-03

Branch Locations

1980 Post Oak Blvd Suite 200, Houston, TX 77056-3845 • United States

Ruston, LA • 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
Prota Financial Houston TX 07/2022 Present
Ramsey Solutions Franklin TN 06/2019 05/2022
Gerson Lehrman Group Nashville TN 09/2016 05/2019
  • 07/2022 → Present
    Prota Financial
    Houston, TX
  • 06/2019 → 05/2022
    Ramsey Solutions
    Franklin, TN
  • 09/2016 → 05/2019
    Gerson Lehrman Group
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-03
  • S65 Uniform Investment Adviser Law Examination
    2022-08-03

View on SEC IAPD

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