David Taylor III is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with ARETE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 2025-07-14 | present | Yes |
| BCU WEALTH ADVISORS, LLC | 2022-07-07 | 2022-11-03 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2017-03-24 | 2022-07-01 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2016-05-02 | 2017-03-27 | — |
| EDWARD D. JONES & CO., L.P. | 2015-08-14 | 2015-12-23 | — |