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Taylor Mcshane Funke

Blue Financial

Charlotte, NC

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Current Employers
Blue Financial

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-06
  • NC RA
    APPROVED
    Since 2026-05-06

Branch Locations

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • 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
Purshe Kaplan Sterling Investment Albany NY 07/2023 01/2024
49 Wealth Management Jacksonville FL 06/2023 04/2026
Hamel Builders Elkridge MD 05/2022 08/2022
Tote Maritime Puerto Rico Jacksonville FL 04/2019 06/2019
Palm Valley Outdoors Ponte Vedra Beach FL 08/2016 09/2016
Trasca Co. Eatery Ponte Vedra Beach FL 07/2017 08/2017
Legendary Sports Group, Llc Annapolis MD 11/2022 11/2022
Triple Crown Sports Ponte Vedra Beach FL 05/2019 06/2019
Aqua Grill Ponte Vedra Beach FL 06/2017 06/2017
Ponte Vedra High School Ponte Vedra FL 08/2014 05/2018
Furman University Greenville SC 07/2018 05/2020
Stevenson University Owings Mills MD 08/2020 05/2023
Wok N' Roll Ponte Vedra Beach FL 11/2016 01/2017
Taylor Funke Working For Alex Parker Tallahassee Florida FL 07/2020 08/2020
Action Labor Tallahassee FL 06/2020 07/2020
Oakwood Capital Securities, Inc. Minneapolis MN 08/2024 12/2024
Episcopal School Of Jacksonville Jacksonville FL 01/2024 11/2025
North Meets South Lacrosse, Llc Jacksonville FL 05/2024 07/2024
Blue Financial Charlotte NC 05/2026 Present
  • 07/2023 → 01/2024
    Purshe Kaplan Sterling Investment
    Albany, NY
  • 06/2023 → 04/2026
    49 Wealth Management
    Jacksonville, FL
  • 05/2022 → 08/2022
    Hamel Builders
    Elkridge, MD
  • 04/2019 → 06/2019
    Tote Maritime Puerto Rico
    Jacksonville, FL
  • 08/2016 → 09/2016
    Palm Valley Outdoors
    Ponte Vedra Beach, FL
  • 07/2017 → 08/2017
    Trasca Co. Eatery
    Ponte Vedra Beach, FL
  • 11/2022 → 11/2022
    Legendary Sports Group, Llc
    Annapolis, MD
  • 05/2019 → 06/2019
    Triple Crown Sports
    Ponte Vedra Beach, FL
  • 06/2017 → 06/2017
    Aqua Grill
    Ponte Vedra Beach, FL
  • 08/2014 → 05/2018
    Ponte Vedra High School
    Ponte Vedra, FL
  • 07/2018 → 05/2020
    Furman University
    Greenville, SC
  • 08/2020 → 05/2023
    Stevenson University
    Owings Mills, MD
  • 11/2016 → 01/2017
    Wok N' Roll
    Ponte Vedra Beach, FL
  • 07/2020 → 08/2020
    Taylor Funke Working For Alex Parker
    Tallahassee Florida, FL
  • 06/2020 → 07/2020
    Action Labor
    Tallahassee, FL
  • 08/2024 → 12/2024
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
  • 01/2024 → 11/2025
    Episcopal School Of Jacksonville
    Jacksonville, FL
  • 05/2024 → 07/2024
    North Meets South Lacrosse, Llc
    Jacksonville, FL
  • 05/2026 → Present
    Charlotte, NC
Previous Registrations
  • 2024-05-09 → 2026-04-03
    Charlotte, NC
    Jacksonville Beach, FL
    Austin, TX
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-15
S63 Uniform Securities Agent State Law Examination 2023-06-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-15
  • S63 Uniform Securities Agent State Law Examination
    2023-06-05

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