Robert Thomas Taylor of Charlotte, NC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Robert Thomas Taylor appears on 3 filing roles across Form ADV (1), Form 13F (1), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-22 | Form ADV | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | TROY, MI |
| 2026-01-16 | Form 13F | Taylor & Morgan Wealth Management, LLC | CCO | TROY, MI |
| 2022-10-31 | Form D | Dormie Equity Partners LP | Executive Officer | WILMINGTON, DE |