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Taylor M Vowles

Oxford Wealth Management

Lindon, UT

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Current Employers
Oxford Wealth Management

195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-14
  • UT RA
    APPROVED
    Since 2025-01-14

Branch Locations

195 North State Street Suite 200 - Owm, Lindon, UT 84042 • 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
Crewe Capital, Llc New York NY 01/2013 11/2017
Drive Wealth Management, Llc Lehi UT 12/2017 05/2025
Aeiou 2, Llc Pleasant Grove UT 08/2011 Present
Independent Certified Public Accountant Pleasant Grove UT 01/2013 Present
Family Office Tax Services Llc, Dba As Conor & Taylor Pleasant Grove UT 04/2023 Present
Oxford Wealth Management, Llc Lindon UT 08/2024 Present
  • 01/2013 → 11/2017
    Crewe Capital, Llc
    New York, NY
  • 12/2017 → 05/2025
    Drive Wealth Management, Llc
    Lehi, UT
  • 08/2011 → Present
    Aeiou 2, Llc
    Pleasant Grove, UT
  • 01/2013 → Present
    Independent Certified Public Accountant
    Pleasant Grove, UT
  • 04/2023 → Present
    Family Office Tax Services Llc, Dba As Conor & Taylor
    Pleasant Grove, UT
  • 08/2024 → Present
    Oxford Wealth Management, Llc
    Lindon, UT
Previous Registrations
  • 2018-01-09 → 2025-05-12
    Lehi, UT
  • 2014-01-28 → 2015-07-17
    Silber Bennett Financial, Inc.
    Encino, CA
    Salt Lake City, UT
Other Businesses

1) MBLV LLC: Investment related. 19 Windsong Dr, Pleasant Grove, UT, 84062, USA. Holding company for a private investment. Majority owner with direct/indirect management authority. Start date of relationship: 04/07/2023. Approximately 0 hours per month (approx. 1-2 hours per year). devoted to the business, may be during trading hours. Own and manage the company. 2) Silicone Capital LLC: Investment related. 3333 DIGITAL DRIVE # 700, Lehi, UT, 84043, USA. Holding company for a private investment. Minority owner with direct/indirect management authority. Start date of relationship: 06/26/2018. Approximately 0 hours per month (approx. 1-2 hours per year). devoted to the business, may be during trading hours. Part owner; manage the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-08
S66 Uniform Combined State Law Examination 2013-05-18
  • S65 Uniform Investment Adviser Law Examination
    2018-01-08
  • S66 Uniform Combined State Law Examination
    2013-05-18

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