Taylor Wan is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2026-05-06 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2022-06-03 | 2026-05-04 | — |
| J.P. MORGAN SECURITIES LLC | 2019-09-03 | 2022-05-31 | — |
| CHARLES SCHWAB & CO., INC. | 2016-07-26 | 2019-08-05 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2007-12-07 | 2015-05-29 | — |
| TD AMERITRADE, INC. | 2007-12-07 | 2015-05-29 | — |