Taylor N Mccullers

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-09-25
TX	RA	APPROVED	2020-09-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)	Ponte Vedra Beach	FL	07/2018	09/2020
University Of North Florida	Jacksonville	FL	05/2014	04/2018
Universal Cheerleaders Association	Memphis	TN	02/2016	02/2018
National Life	Jacksonville	FL	12/2016	09/2017
Bank Of America, N.A.	Ponte Vedra Beach	FL	07/2019	09/2020
Morgan Stanley Smith Barney Llc	Ponte Vedra Beach	FL	09/2020	Present
Morgan Stanley Private Bank, N.A	New York	NY	11/2020	Present

07/2018 → 09/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)

Ponte Vedra Beach, FL
05/2014 → 04/2018

University Of North Florida

Jacksonville, FL
02/2016 → 02/2018

Universal Cheerleaders Association

Memphis, TN
12/2016 → 09/2017

National Life

Jacksonville, FL
07/2019 → 09/2020

Bank Of America, N.A.

Ponte Vedra Beach, FL
09/2020 → Present

Morgan Stanley Smith Barney Llc

Ponte Vedra Beach, FL
11/2020 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-09