Taylor Allen of Greer, SC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Taylor Allen appears on 5 filing roles across Form ADV (4), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ENDEAVOR CATALYST GP LLC | DIRECTOR | NEW YORK, NY |
| — | Form ADV | COMPASS FINANCIAL ADVISORS LLC | MEMBER | FORT WAYNE, IN |
| — | Form ADV | TAYLOR STEPHENS, INC. | CHAIRMAN EMERITUS/DIRECTOR | DALLAS, TX |
| — | Form ADV | TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC | MANGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| 2023-12-13 | Form D | Plaza One 89 Investors LLC | Executive Officer | GREER, SC |