Taylor Davis of Cleveland, OH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Taylor Davis appears on 46 filing roles across Form D (43), Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CLIFFORD SWAN INVESTMENT COUNSEL LLC | CHAIRMAN & CEO | PASADENA, CA |
| — | Form ADV | SWAN PHILIP V ASSOCIATES LLC | PRESIDENT/CORPORATE SECRETARY | PASADENA, CA |
| — | Form ADV | CYGNET ADVISERS, LLC | MEMBER | — |
| 2014-05-07 | Form D | Velocity Marketing Group, Inc. | Executive Officer | FARMERS BRANCH, TX |
| 2019-02-21 | Form D | Graybul Beaufort LP | Executive Officer | GREENVILLE, SC |
| 2019-02-20 | Form D | Graybul Whitehouse LP | Executive Officer | GREENVILLE, SC |
| 2019-04-03 | Form D | Graybul Roper Mountain LP | Executive Officer | GREENVILLE, SC |
| 2019-09-27 | Form D | Graybul CP Phase II, LP | Executive Officer | GREENVILLE, SC |
| 2020-03-11 | Form D | Graybul Reserve, LP | Executive Officer | GREENVILLE, SC |
| 2020-01-27 | Form D | Graybul Antioch, LP | Executive Officer | GREENVILLE, SC |
| 2020-10-08 | Form D | Graybul Tribute LP | Executive Officer | GREENVILLE, SC |
| 2020-12-23 | Form D | GrayBul Milagro LP | Executive Officer | GREENVILLE, SC |
| 2020-10-20 | Form D | Graybul Lullwater LP | Executive Officer | GREENVILLE, SC |
| 2020-10-08 | Form D | Graybul Encore LP | Executive Officer | GREENVILLE, SC |
| 2021-04-15 | Form D | GrayBul Greenway, LP | Executive Officer | GREENVILLE, SC |
| 2021-04-01 | Form D | GrayBul Neely Ferry Phase II LP | Executive Officer | GREENVILLE, SC |
| 2021-07-14 | Form D | GrayBul Lullwater Phase II, LP | Executive Officer | GREENVILLE, SC |
| 2021-12-16 | Form D | GrayBul Tyde LP | Executive Officer | GREENVILLE, SC |
| 2021-11-03 | Form D | GrayBul Pencil LP | Executive Officer | GREENVILLE, SC |
| 2021-11-02 | Form D | GrayBul Aventine LP | Executive Officer | GREENVILLE, SC |
| 2021-10-05 | Form D | GrayBul Foxbank Lp | Executive Officer | GREENVILLE, SC |
| 2022-03-01 | Form D | GrayBul Huntsville LP | Executive Officer | GREENVILLE, SC |
| 2022-02-23 | Form D | GrayBul Westgate LP | Executive Officer | GREENVILLE, SC |
| 2022-01-07 | Form D | GrayBul Skyline LP | Executive Officer | GREENVILLE, SC |
| 2022-01-04 | Form D | GrayBul Retreat LP | Executive Officer | GREENVILLE, SC |
| 2022-06-28 | Form D | GrayBul Bay Road LP | Executive Officer | GREENVILLE, SC |
| 2022-06-17 | Form D | GrayBul Dry Creek LP | Executive Officer | GREENVILLE, SC |
| 2022-05-09 | Form D | GrayBul Berwick LP | Executive Officer | GREENVILLE, SC |
| 2022-04-26 | Form D | Sleep Over LLC | Director | CLEVELAND, OH |
| 2022-08-05 | Form D | GrayBul Athens LP | Executive Officer | GREENVILLE, SC |
| 2022-07-26 | Form D | GrayBul Flat Rock LP | Executive Officer | GREENVILLE, SC |
| 2022-07-25 | Form D | Sleep Over II LLC | Promoter | CLEVELAND, OH |
| 2022-07-21 | Form D | GrayBul Perdido LP | Executive Officer | GREENVILLE, SC |
| 2022-11-09 | Form D | GrayBul Brentwood LP | Executive Officer | GREENVILLE, SC |
| 2022-10-03 | Form D | GrayBul Johnstown LP | Executive Officer | GREENVILLE, SC |
| 2023-06-01 | Form D | GrayBul Riverwood LP | Executive Officer | GREENVILLE, SC |
| 2023-10-16 | Form D | GrayBul Mason LP | Executive Officer | GREENVILLE, SC |
| 2024-05-08 | Form D | Sleep Over III LLC | Promoter | CLEVELAND, OH |
| 2024-09-16 | Form D | Historic Investment Fund 2024 (QP) LLC | Executive Officer | CLEVELAND, OH |
| 2024-12-23 | Form D | Historic Investment Properties GCBM 2024 LLC | Executive Officer | CLEVELAND, OH |
| 2024-10-01 | Form D | Historic Investment Fund 2024 LLC | Executive Officer | CLEVELAND, OH |
| 2025-09-18 | Form D | Historic Investment Fund 2025 (QP) LLC | Executive Officer | CLEVELAND, OH |
| 2025-09-18 | Form D | Historic Investment Fund 2025 LLC | Executive Officer | CLEVELAND, OH |
| 2026-01-22 | Form D | Historic Investment Properties GCBM 2025 LLC | Executive Officer | CLEVELAND, OH |
| 2026-09-14 | Form D | Historic Investment Fund 2026 (QP) LLC | Related Person | CLEVELAND, OH |
| 2026-09-14 | Form D | Historic Investment Fund 2026 LLC | Related Person | CLEVELAND, OH |