DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TAYLOR SECURITIES SERVICES, INC.
HARRISBURG, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TAYLOR SECURITIES SERVICES, INC. | Independent wealth | May 26, 2022 | n/a | yes | HARRISBURG, PA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 14, 2018 | May 4, 2022 | no | MECHANICSBURG, PA|ENOLA, PA | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Apr 26, 2012 | Feb 14, 2018 | no | MECHANICSBURG, PA|APPLETON, WI|MECHANICSBURG, PA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 3, 2011 | Jan 27, 2012 | no | CAMP HILL, PA|Camp Hill, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | TAYLOR SECURITIES SERVICES, INC. | May 4, 2022 | May 26, 2022 | 22 | Firm change | RIA to RIA |
| INVEST FINANCIAL CORPORATION | LPL FINANCIAL LLC | Feb 14, 2018 | Feb 14, 2018 | 0 | Bulk transfer | Other |
| MORGAN STANLEY | INVEST FINANCIAL CORPORATION | Jan 27, 2012 | Apr 26, 2012 | 90 | Firm change | Other |