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RIA / WealthAdvisorCertified Financial Planner11 years in industry

TAYLOR WINSTON HINDLE

Advisor at MARINER

Carlsbad, CA

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Search this name across graphsid dfx:ria:5e39e573-8c3a-90bf-2cf8-9cdbe7efbf16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2017 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: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 18, 2015
First registration: Aug 29, 2017
Dual registered: no
Other names: TAYLOR WINSTON HINDLE
IAPD individual key: 6290705

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
Mariner	Bd affiliated wealth	Jul 31, 2023	n/a	yes	Carlsbad, CA	Current employment
ALDRICH WEALTH LP	Independent wealth	Mar 31, 2021	Jul 18, 2023	no	CARLSBAD, CA\|CARLSBAD, CA	Previous registration
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	Independent wealth	Jul 15, 2020	Sep 24, 2020	no	RANCHO SANTA FE, CA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jun 25, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 29, 2017	Jul 13, 2018	no	SAN DIEGO, CA	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
ALDRICH WEALTH LP	Mariner	Jul 18, 2023	Jul 31, 2023	13	Firm change	RIA to ibd
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	ALDRICH WEALTH LP	Sep 24, 2020	Mar 31, 2021	188	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	Jun 25, 2020	Jul 15, 2020	20	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ MARINERRegistered adviserregistration: current employment
Jul 31, 2023 to presentfactForm ADV
→ ALDRICH WEALTH LPRegistered adviserregistration: previous registration
Mar 31, 2021 to Jul 18, 2023factForm ADV
→ "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"Registered adviserregistration: previous registration
Jul 15, 2020 to Sep 24, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jun 25, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 29, 2017 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jul 18, 2023
Advisor changed firm
Taylor Winston Hindle left Aldrich Wealth Lp for Mariner (registered 2023-07-31)
Form ADVobserved 6 days ago