Michael Dean Taylor

Current Employers

Wealth Teams Alliance

15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-12-05

OR RA
APPROVED

Since 2024-12-05

Branch Locations

Corbett, OR • United States

15520 Rockfield Blvd Suite G, Irvine, CA 92618 • 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
Wealth Management, Llc	Norfolk	NE	09/2011	Present
Retirement Plan Consul	Norfolk	NE	09/2011	Present
Wealth Teams Alliance	Corbett	OR	11/2018	Present

09/2011 → Present

Wealth Management, Llc

Norfolk, NE
09/2011 → Present

Retirement Plan Consul

Norfolk, NE
11/2018 → Present

Wealth Teams Alliance

Corbett, OR

Previous Registrations

2011-10-11 → 2016-12-13

Wealth Management

Norfolk, NE
2015-10-08 → 2016-07-07

Vestory, Llc

Bellevue, WA
2012-05-24 → 2015-08-03

Vestory, Llc

Bellevue, WA
2013-09-19 → 2014-09-13

Elliott Cove Capital Management

Seattle, WA
2010-10-08 → 2011-07-19

Shelton Capital Management

Corbett, OR

Denver, CO
2009-09-03 → 2010-03-05

Tlg Advisors, Inc.

Corbett, OR

Summit, NJ
2003-12-02 → 2008-03-19

Portfolio Strategies Inc

Portland, OR

Other Businesses

I AM LICENSED AS A LIFE INSURANCE AGENT AND RECEIVE SOME MINIMAL COMPENSATION FROM THAT SOURCE, PRIMARILY THROUGH RENEWALS, WITH AN OCCASIONAL NEW SALE. I OPERATE AS AN INDIVIDUAL FROM MY HOME ADDRESS. MY TIME COMMITMENT TO THAT ACTIVITY IS LESS THAN 1%; CORBETT, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-12-01
S63	Uniform Securities Agent State Law Examination	1984-12-11

S65 Uniform Investment Adviser Law Examination

2003-12-01
S63 Uniform Securities Agent State Law Examination

1984-12-11

View on SEC IAPD