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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

ALLISON TAYLOR COWARD

Advisor at WELLS FARGO ADVISORS

MOREHEAD CITY, NC | NEW BERN, NC | WILMINGTON, NC

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:63deca5f-eb73-e88f-f74c-eff2bb171433

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2011 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 14, 2011
First registration: Sep 15, 2011
Dual registered: yes, broker-dealer
Other names: ALLISON WHITLEY TAYLOR|ALLISON WHITLEY COWARD
IAPD individual key: 5454666

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
WELLS FARGO ADVISORS	Wirehouse	May 1, 2015	n/a	yes	MOREHEAD CITY, NC\|WILMINGTON, NC\|NEW BERN, NC	Current employment
ALTRIUS CAPITAL MANAGEMENT, INC.	Independent wealth	Sep 15, 2011	Nov 5, 2014	no	NOVI, MI	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
ALTRIUS CAPITAL MANAGEMENT, INC.	WELLS FARGO ADVISORS	Nov 5, 2014	May 1, 2015	177	Firm change	Other

Relationships

Registered with (2)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
May 1, 2015 to presentfactForm ADV
→ ALTRIUS CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 15, 2011 to Nov 5, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63deca5f-eb73-e88f-f74c-eff2bb171433
First observed: Sep 15, 2011
Last observed: Sep 15, 2026 6 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.

ALLISON TAYLOR COWARD

Advisor at WELLS FARGO ADVISORS

MOREHEAD CITY, NC | NEW BERN, NC | WILMINGTON, NC

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:63deca5f-eb73-e88f-f74c-eff2bb171433

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

May 1, 2015

n/a

yes

MOREHEAD CITY, NC|WILMINGTON, NC|NEW BERN, NC

Current employment

ALTRIUS CAPITAL MANAGEMENT, INC.

Independent wealth

Sep 15, 2011

Nov 5, 2014

NOVI, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ALTRIUS CAPITAL MANAGEMENT, INC.

WELLS FARGO ADVISORS

Nov 5, 2014

May 1, 2015

177

Firm change

Other