# Charles Francis Taylor

Charles Francis Taylor is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2026-04-13 | present | Yes |
| [FINANCIAL ADVOCATES INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/151298) | 2023-12-22 | 2024-09-30 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-12-07 | 2026-04-10 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2022-07-25 | 2023-11-30 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2018-12-20 | 2022-07-12 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-09-15 | 2018-12-24 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2013-04-01 | 2017-09-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5913119)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5913119.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.