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RIA / WealthAdvisor52 years in industry

FREDERICK CHARLES TAYLOR

Advisor at MONEY & CLARITY

CINCINNATI, OH | Marietta, GA

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Search this name across graphsid dfx:ria:05c67f0c-b422-dfcb-a1a3-21fd6b94e244

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONEY & CLARITY
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1974earliest registration or exam on IAPD
Years in industry: 52derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63
First exam: Nov 10, 1981
First registration: Mar 14, 2003
Dual registered: no
IAPD individual key: 443170

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONEY & CLARITY	State registered	Aug 21, 2024	n/a	yes	Marietta, GA\|CINCINNATI, OH	Current employment
TRIAD ADVISORS, LLC	Former SEC adviser	Jan 6, 2010	Aug 22, 2024	no	ATLANTA, GA\|MARIETTA, GA	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	Dec 16, 2005	Apr 20, 2007	no	BOSTON, MA	Previous registration
OSAIC FS, INC.	Former SEC adviser	Mar 14, 2003	Mar 26, 2007	no	MARIETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD ADVISORS, LLC	MONEY & CLARITY	Aug 22, 2024	Aug 21, 2024	-1	Firm change	Ibd to state RIA
INDEPENDENT ADVISERS GROUP CORP	TRIAD ADVISORS, LLC	Apr 20, 2007	Jan 6, 2010	992	Firm change after gap	Other
OSAIC FS, INC.	INDEPENDENT ADVISERS GROUP CORP	Mar 26, 2007	Dec 16, 2005	-465	Firm change after gap	Other

Relationships

Registered with (4)

→ MONEY & CLARITYRegistered adviserregistration: current employment
Aug 21, 2024 to presentfactForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2010 to Aug 22, 2024factForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
Dec 16, 2005 to Apr 20, 2007factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Mar 14, 2003 to Mar 26, 2007factForm ADV

Dated events

Occurred
Aug 22, 2024
Advisor changed firm
Frederick Charles Taylor left Triad Advisors, Llc for Money & Clarity (registered 2024-08-21)
Form ADVobserved 5 days ago