Ryan M Taylor

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2019-01-25

VA RA
APPROVED

Since 2019-01-25

Branch Locations

8805 Staples Mill Rd Suite 128, Henrico, VA 23228 • 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

Organization	City	State	From	To
Ohio National Financial Services	Cincinnati	OH	02/2006	09/2018
Ohio National Equities Inc	Cincinnati	OH	06/2006	09/2018
Lpl Financial, Llc	Henrico	VA	11/2018	Present

02/2006 → 09/2018

Ohio National Financial Services

Cincinnati, OH
06/2006 → 09/2018

Ohio National Equities Inc

Cincinnati, OH
11/2018 → Present

Lpl Financial, Llc

Henrico, VA

Other Businesses

1. 11/15/2018 - No Business Name - Investment Related - Mason OH 45040 - Real Estate Rental - Started 08/01/2009 - Condo rental. 2. 1/22/2020 - Summit Investment Planning - DBA: Summit Investment Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2019 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 1/27/2021 - Saint Christopher's School - Not Investment Related - 711 St. Christopher's Road Richmond, VA 23226 - Outside/W-2 Employment - Assistant Golf Coach - Start Date: 1/4/2021 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-01-21
S63	Uniform Securities Agent State Law Examination	2015-02-16

S65 Uniform Investment Adviser Law Examination

2019-01-21
S63 Uniform Securities Agent State Law Examination

2015-02-16