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Taylor Carlson

Liberty Point Financial LLC

Syracuse, UT

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Current Employers
Liberty Point Financial Llc

Syracuse, UT • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-20
  • UT RA
    APPROVED
    Since 2026-05-20

Branch Locations

Syracuse, UT • 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
Edward Jones St Louis MO 07/2024 02/2026
The Corporation Of The Church Plain City UT 04/2019 08/2024
Monson And Monson Roofing West Point UT 03/2015 03/2019
Liberty Point Financial Llc West Point UT 02/2026 Present
  • 07/2024 → 02/2026
    St Louis, MO
  • 04/2019 → 08/2024
    The Corporation Of The Church
    Plain City, UT
  • 03/2015 → 03/2019
    Monson And Monson Roofing
    West Point, UT
  • 02/2026 → Present
    West Point, UT
Previous Registrations
  • 2024-10-08 → 2026-02-10
    Centerville, UT
    Tremonton, UT
    Elwood, UT
    St Louis, MO
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) The Corporation of the President; Not investment-related; 2460 N 125 W, Layton, UT. 84041; Seminary Teacher; Teach high school, aged youth about the gospel of Jesus Christ; Approx. 50% of time during the month. 3) Step League; Not investment-related; West Point, UT. 84015; Stepping Competitions. Sports. Athletic; Owner; App where people can participate in competitions for steps per month. Promotes good health and fun activity; Approx. 5% of time during the month. 4) Cash Drop Utah LLC; Not investment-related; Same address; Organization of recreational scavenger hunt activities; Owner; Business is currently dormant, with no ongoing operations, revenue or compensation earned; 0% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2024-09-30
Other Names
  • Taylor R Carlson
  • Taylor Roy Carlson

View on SEC IAPD

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