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Colin Francis Taylor

Capital Advantage, Inc.

Walnut Creek, CA

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Current Employers
Capital Advantage, Inc.

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • 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
Capital Advantage, Inc. Walnut Creek CA 05/2011 Present
Previous Registrations
  • 2007-03-02 → 2011-06-03
    Catalyst Financial Planning & Investment Management Corporation
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-01
  • S65 Uniform Investment Adviser Law Examination
    2007-03-01
Designations

View on SEC IAPD

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
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