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Taylor Jeffrey Heininger

Cloud Capital Management

El Segundo, CA

Seattle, WA

CRD 6879270

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Employer firm

Cloud Capital Management CRD 317325

$300M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Cloud Capital Management

450 Alaskan Way S Suite 200, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-16
  • CA RA
    APPROVED
    Since 2023-08-16

Branch Locations

222 Pacific Coast Highway, Floor 10, El Segundo, CA 90245 • United States

450 Alaskan Way S Suite 200, Seattle, WA 98104 • 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
Bessemer Trust Los Angeles CA 10/2013 05/2022
Cloud Capital Management, Llc Bainbridge Island WA 05/2022 Present
  • 10/2013 → 05/2022
    Bessemer Trust
    Los Angeles, CA
  • 05/2022 → Present
    Cloud Capital Management, Llc
    Bainbridge Island, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-06
  • S63 Uniform Securities Agent State Law Examination
    2018-04-06
Designations
  • Chartered Financial Analyst
Other Names
  • Taylor Heininger

View on SEC IAPD

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