Daniel Leroy Taylor

Current Employers

Employment History

• 06/1987 → 10/2016
  Wells Fargo
  Raleigh, NC
• 12/2016 → 03/2017
  Raymond James Financial Services Advisors Inc.
  Greenville, NC
• 03/2017 → Present
  Great Lakes Atlantic Wealth Management And Advisory Partners
  Charlotee, NC

Previous Registrations

• 2017-03-31 → 2022-02-25
  Hayden Royal
  Greenville, NC
  Charlotte, NC
• 2016-12-20 → 2017-04-04
  Raymond James Financial Services Advisors, Inc
  Greenville, NC

Other Businesses

1.TAYLOR WEALTH MANAGEMENT LLC - GREENVILLE, NC - 12/2016 TO PRESENT - PROPRIETOR/OWNER - LIMITED LIABILITY GROUP - SOLE MEMBER LLC USED TO SUPPORT ACTIVITIES WITH RAYMOND JAMES - 0 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 2.NORTH CAROLINA FOUNDATION FOR CHRISTIAN MINISTRIES - FARMVILLE, NC - 2010 TO PRESENT - PUBLIC CHARITY - DIRECTOR - ATTEND THE QUARTERLY MEETINGS - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 3.FARMVILLE DOGWOOD FESTIVAL - FARMVILLE, NC - 1989 TO PRESENT - TOWN BOARD - CHAIRMAN - PRESIDING OVER BOARD MEETINGS - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 4.ADVISORY COMMITTEE OF THE TRUST EDUCATION FOUNDATION - FARMVILLE, NC - 2013 TO PRESENT - PRIVATE FOUNDATION - ADVISOR - ATTEND QUARTERLY MEETING - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 5.CHURCH FINANCE ASSOCIATION - FARMVILLE, NC - 2010 TO PRESENT - PUBLIC CHARITY - CHAIRMAN - PRESIDING OVER QUARTERLY MEETING - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 6.FRIENDSHIP OFWB CHURCH - FARMVILLE, NC 2010 TO PRESENT - CHURCH - ASSISTANT TREASURER - SUPPORT OPERATIONS OF THE CHURCH - 1 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED 7. Pitt Community College- Greenville, NC- adjunct teacher- Teaches one class per semester- 2019 to present- 5 hours per month- 0 hours during trading hours- not investment related

Designations

Other Names

• Dan L. Taylor