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RIA / WealthAdvisor11 years in industry

TAYLOR JAMES RICHARDSON

Advisor at ENGAGE WEALTH ADVISORS, LLC

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:505ce9f4-fe11-0495-5c71-e7a0545a03bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2015 to Sep 14, 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: ENGAGE WEALTH ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 5
Exams: S66
First exam: Aug 20, 2015
First registration: Aug 21, 2015
Dual registered: no
Other names: TAYLOR RICHARDSON
IAPD individual key: 6450194

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
ENGAGE WEALTH ADVISORS, LLC	Mixed wealth	Nov 1, 2017	n/a	yes	OVERLAND PARK, KS	Current employment
ENGAGE ADVISORS WEALTH LLC	Former SEC adviser	Sep 15, 2020	Oct 23, 2020	no	OVERLAND PARK, KS	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Aug 21, 2015	Nov 3, 2017	no	OVERLAND PARK, KS\|OVERLAND PARK, KS	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
ENGAGE ADVISORS WEALTH LLC	n/a	Oct 23, 2020	n/a	n/a	Departure no registered destination	Departure
CETERA ADVISORS LLC	ENGAGE WEALTH ADVISORS, LLC	Nov 3, 2017	Nov 1, 2017	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10299:289996:KS:2017-10-25	Nov 3, 2017	Nov 1, 2017	OVERLAND PARK, KS	Firm change

Relationships

Registered with (3)

→ ENGAGE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Nov 1, 2017 to presentfactForm ADV
→ ENGAGE ADVISORS WEALTH LLCRegistered adviserregistration: previous registration
Sep 15, 2020 to Oct 23, 2020factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Aug 21, 2015 to Nov 3, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:505ce9f4-fe11-0495-5c71-e7a0545a03bb
First observed: Aug 21, 2015
Last observed: Sep 14, 2026 5 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.

TAYLOR JAMES RICHARDSON

Advisor at ENGAGE WEALTH ADVISORS, LLC

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:505ce9f4-fe11-0495-5c71-e7a0545a03bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ENGAGE WEALTH ADVISORS, LLC

Mixed wealth

Nov 1, 2017

n/a

yes

OVERLAND PARK, KS

Current employment

ENGAGE ADVISORS WEALTH LLC

Former SEC adviser

Sep 15, 2020

Oct 23, 2020

OVERLAND PARK, KS

Previous registration

CETERA ADVISORS LLC

Former SEC adviser

Aug 21, 2015

Nov 3, 2017

OVERLAND PARK, KS|OVERLAND PARK, KS

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ENGAGE ADVISORS WEALTH LLC

n/a

Oct 23, 2020

n/a

Departure no registered destination

Departure

CETERA ADVISORS LLC

ENGAGE WEALTH ADVISORS, LLC

Nov 3, 2017

Nov 1, 2017

-2

Firm change

Other

Team

Left

Joined

From

Kind

10299:289996:KS:2017-10-25

Nov 3, 2017

Nov 1, 2017

OVERLAND PARK, KS

Firm change