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RIA / WealthAdvisor30 years in industry

WILLIAM WADE TAYLOR

Advisor at HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:3e452516-9d0f-c0eb-c827-24626575fe70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 2
Observed: Sep 15, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Wade Taylor

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William Wade Taylor

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
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: Sep 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jan 14, 1997
First registration: Sep 15, 1999
Dual registered: no
IAPD individual key: 2821259

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
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC	Independent wealth	Oct 21, 2020	n/a	yes	DALLAS, TX	Current employment
CYPRESS POINT WEALTH MANAGEMENT, LLC	Independent wealth	Jun 6, 2007	Oct 2, 2020	no	DALLAS, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Oct 27, 2005	Jun 7, 2007	no	DALLAS, TX\|DALLAS, TX	Previous registration
CARTER ADVISORY SERVICES, INC	State registered	Sep 15, 1999	Jul 5, 2007	no	DALLAS, TX	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
CYPRESS POINT WEALTH MANAGEMENT, LLC	HARTMANN TAYLOR WEALTH MANAGEMENT, LLC	Oct 2, 2020	Oct 21, 2020	19	Firm change	RIA to new firm
CARTER ADVISORY SERVICES, INC	RAYMOND JAMES FINANCIAL SERVICES, INC.	Jul 5, 2007	Oct 27, 2005	-616	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	CYPRESS POINT WEALTH MANAGEMENT, LLC	Jun 7, 2007	Jun 6, 2007	-1	Firm change	Other

Relationships

Registered with (4)

→ HARTMANN TAYLOR WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 21, 2020 to presentfactForm ADV
→ CYPRESS POINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 6, 2007 to Oct 2, 2020factForm ADV
→ CARTER ADVISORY SERVICES, INCRegistered adviserregistration: previous registration
Sep 15, 1999 to Jul 5, 2007factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 27, 2005 to Jun 7, 2007factForm ADV

Dated events

No dated event names this entity yet.