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.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 29, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 29, 2012

First registration

Jul 2, 2012

Dual registered

no

Other names

ALEX MARTIN TAYLOR|ALEX M TAYLOR

IAPD individual key

6050539

• Occurred

  Sep 29, 2025
  Advisor changed firm

  Alex Martin Taylor left Mpa Wealth, Llc for Corient (registered 2025-08-14)

  Form ADVobserved 6 days ago
• Occurred

  Aug 12, 2025
  Advisor changed firm

  Alex Martin Taylor left Raymond James Financial Services Advisors, Inc for Mpa Wealth, Llc (registered 2023-10-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24c105ae-1af1-6493-c3db-9ade9ad6ee2c

First observed

Jul 2, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.