Matthew Allen Taylor is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-03-24 | present | Yes |
| PRUCO SECURITIES, LLC | 2022-01-05 | 2023-03-24 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2020-08-31 | 2021-04-23 | — |
| MONTGOMERY TAYLOR WEALTH MANAGEMENT | 2018-03-14 | 2020-07-16 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2017-09-11 | 2018-01-25 | — |
| SOFI WEALTH LLC | 2015-10-06 | 2017-08-30 | — |
| WELLS FARGO INVESTMENTS, LLC | 2004-07-26 | 2010-11-24 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2002-08-05 | 2004-06-14 | — |