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Frederick Charles Taylor

Money & Clarity

Marietta, GA

Cincinnati, OH

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Current Employers
Money & Clarity

100 E-Business Way Suite 380, Cincinnati, OH 45241 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-19
TX RA APPROVED_RES 2025-11-05
GA RA APPROVED 2024-08-21
  • FL RA
    APPROVED
    Since 2025-12-19
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • GA RA
    APPROVED
    Since 2024-08-21

Branch Locations

3535 Roswell Rd Bldg 30, Marietta, GA 30062 • United States

100 E-Business Way Suite 380, Cincinnati, OH 45241 • 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
Self Employed Marietta GA 04/1974 Present
Triad Advisors, Inc. Norcross GA 03/2007 08/2024
Money & Clarity Cincinnati OH 06/2024 Present
  • 04/1974 → Present
    Self Employed
    Marietta, GA
  • 03/2007 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 06/2024 → Present
    Money & Clarity
    Cincinnati, OH
Previous Registrations
  • 2010-01-06 → 2024-08-22
    Triad Advisors Llc
    Atlanta, GA
    Marietta, GA
  • 2005-12-16 → 2007-04-20
    Independent Advisers Group Corp
    Boston, MA
  • 2003-03-14 → 2007-03-26
    Osaic Fs, Inc.
    Marietta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-11-10
  • S63 Uniform Securities Agent State Law Examination
    1981-11-10

View on SEC IAPD

Other Firms

SENTARA CAPITAL
ANOVEST INVESTMENT ADVISORS
THIRD ACT RETIREMENT PLANNING, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.

Other Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

More in Marietta, GA

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