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Taylor Dwayne Retherford

Aggregate Financial Services, Inc.

Navarre, FL

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Current Employers
Aggregate Financial Services, Inc.

Navarre, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
FL RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02

Branch Locations

Navarre, FL • 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
Intelerad Raleigh NC 11/2022 11/2023
Actigraph Pensacola FL 04/2019 11/2022
Crabs On The Beach Pensacola Beach FL 04/2012 04/2019
Aggregate Financial Services, Inc. Navarre FL 04/2023 Present
Olympus Center Valley PA 11/2023 Present
  • 11/2022 → 11/2023
    Intelerad
    Raleigh, NC
  • 04/2019 → 11/2022
    Actigraph
    Pensacola, FL
  • 04/2012 → 04/2019
    Crabs On The Beach
    Pensacola Beach, FL
  • 04/2023 → Present
    Navarre, FL
  • 11/2023 → Present
    Olympus
    Center Valley, PA
Other Businesses

OLYMPUS, NOT INVESTMENT RELATED, RALEIGH, NORTH CAROLINA, MEDICAL IMAGING SYSTEMS, MDR SUBMISSION ANALYST, 11/2023, 160 HOURS PER MONTH, ALL DURING TRADING HOURS, DUTIES OF MDR SUBMISSION ANALYST II. INSURANCE; INVESTMENT-RELATED; FLORIDA; INSURANCE AGENT; START DATE: 4/15/2024; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01

View on SEC IAPD

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