# WILLIAM STEPHEN TAYLOR

WILLIAM STEPHEN TAYLOR is an investment adviser representative (IAR) with state registration records since 2009, appearing at 9 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2026-07-16 | present | Yes |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2025-07-31 | 2026-07-02 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2025-06-03 | 2025-07-31 | — |
| [PRINCIPAL ADVISED SERVICES, LLC](https://search.stillhousedata.com/firm/297324) | 2022-10-30 | 2025-06-02 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2017-10-10 | 2022-10-30 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2017-01-03 | 2017-08-29 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-09-27 | 2016-12-31 | — |
| [SII INVESTMENTS, INC.](https://search.stillhousedata.com/firm/2225) | 2012-07-10 | 2013-09-17 | — |
| [ALLSPRING FUNDS MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110841) | 2009-01-06 | 2012-04-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5426108)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5426108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.