Mark Alexander Taylor

Current Employers

Employment History

• 05/1999 → 11/2022
  Securities America, Inc.
  San Clemente, CA
• 11/2004 → 11/2022
  Securities America Advisors, Inc.
  San Clemente, CA
• 02/2004 → Present
  Winthrop Taylor Asset Managment, Inc
  San Clemente, CA
• 11/2022 → 10/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 11/2022 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Previous Registrations

• 2024-08-02 → 2024-08-19
  Winthrop Taylor Financial, Inc.
  San Clemente, CA
• 2004-11-22 → 2022-11-18
  Securities America Advisors, Inc.
  San Clemente, CA
  San Clemente, CA
• 2004-05-14 → 2004-12-24
  Winthrop Taylor Asset Management, Inc.
  San Clemente, CA

Other Businesses

1. Rental Properties, Start Date: 08/01/2010, 307 Avenida Cabrillo, San Clemente and 241 Avenida Del Mar, San Clemente 1/3 Ownership, 1104 Otero, San Clemente, CA 92673, Taylor Revocable Trust dtd 11/28/1989, Real Estate, Trustee, Manage rental properties, including writing leases, collecting rents and managing maintenance of properties, Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 2. San Clemente Rotary Club, Start Date: 07/01/2023, The Club does not have a physical address, Twice monthly meetings are at The Outlets of San Clemente, VIP Lounge, 101 Vista Hermosa, San Clemente, CA 92672, 501(c)(3), Service Club, Member of Rotary International and President of San Clemente Rotary Club, I lead the twice monthly meetings, and organize and run the monthly board meetings, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-06-22

Designations