# Matthew Allen Taylor

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..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2023-03-24 | present | Yes |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2022-01-05 | 2023-03-24 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2020-08-31 | 2021-04-23 | — |
| [MONTGOMERY TAYLOR WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/121987) | 2018-03-14 | 2020-07-16 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2017-09-11 | 2018-01-25 | — |
| [SOFI WEALTH LLC](https://search.stillhousedata.com/firm/167958) | 2015-10-06 | 2017-08-30 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2004-07-26 | 2010-11-24 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2002-08-05 | 2004-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4390752)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4390752.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.