Taylor Harrison Embury

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-30

Branch Locations

100 Pine Street Suite 2150, San Francisco, CA 94111 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lionheart Lacrosse Llc	Hagerstown	MD	10/2015	09/2020
Brokers International Financial Services, Llc	Hagerstown	MD	01/2018	06/2018
Holt Advisory Group	Hagerstown	MD	01/2017	06/2018
Broker Dealer Financial Services	Hagerstown	MD	09/2016	12/2017
Cavalier Lacrosse	Leesburg	VA	02/2019	09/2020
Shenandoah Valley Youth Lacrosse	Front Royal	VA	02/2019	09/2020
Alliant Wealth Advisors	Manassas	VA	06/2018	09/2021
Planiq	Boulder	CO	10/2021	11/2021
Origin Financial	San Francisco	CA	12/2021	06/2022
Mariner Wealth Advisors	Highlands Ranch	CO	06/2022	01/2026
Mercer Global Advisors Inc.	San Francisco	CA	02/2026	Present

10/2015 → 09/2020

Lionheart Lacrosse Llc

Hagerstown, MD
01/2018 → 06/2018

Brokers International Financial Services, Llc

Hagerstown, MD
01/2017 → 06/2018

Holt Advisory Group

Hagerstown, MD
09/2016 → 12/2017

Broker Dealer Financial Services

Hagerstown, MD
02/2019 → 09/2020

Cavalier Lacrosse

Leesburg, VA
02/2019 → 09/2020

Shenandoah Valley Youth Lacrosse

Front Royal, VA
06/2018 → 09/2021

Alliant Wealth Advisors

Manassas, VA
10/2021 → 11/2021

Planiq

Boulder, CO
12/2021 → 06/2022

Origin Financial

San Francisco, CA
06/2022 → 01/2026

Mariner Wealth Advisors

Highlands Ranch, CO
02/2026 → Present

Mercer Global Advisors Inc.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-15

Other Firms