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RIA / WealthAdvisor11 years in industry

KEVIN THOMAS TAYLOR

Advisor at INSIGHT, CORP.

BOULDER, CO

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Search this name across graphsid dfx:ria:98388ac6-b61c-ed76-2d71-313763cf569b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2014 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: INSIGHT, CORP.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 3, 2014
First registration: Oct 6, 2014
Dual registered: no
Other names: KEVIN T TAYLOR|Kevin Thomas Taylor
IAPD individual key: 6369647

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
INSIGHT, CORP.	State registered	Jan 12, 2021	n/a	yes	BOULDER, CO	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 22, 2018	Oct 14, 2020	no	Westminster, CO\|Denver, CO\|BOULDER, CO	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 22, 2018	Oct 14, 2020	no	WESTMINSTER, CO\|Denver, CO\|Boulder, CO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	May 10, 2017	Mar 22, 2018	no	SAINT LOUIS, MO	Previous registration
WADDELL & REED	Former SEC adviser	Dec 19, 2016	May 2, 2017	no	BOULDER, CO\|LAS VEGAS, NV	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 6, 2014	Aug 11, 2016	no	DENVER, CO	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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	INSIGHT, CORP.	Oct 14, 2020	Jan 12, 2021	90	Firm change	RIA to state RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2020	Mar 22, 2018	-937	Channel change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE, INC.	Mar 22, 2018	Mar 22, 2018	0	Channel change	Other
WADDELL & REED	SCOTTRADE INVESTMENT MANAGEMENT	May 2, 2017	May 10, 2017	8	Firm change	Other
ROBERT W. BAIRD & CO. INCORPORATED	WADDELL & REED	Aug 11, 2016	Dec 19, 2016	130	Firm change	Other

Relationships

Registered with (6)

→ INSIGHT, CORP.Registered adviserregistration: current employment
Jan 12, 2021 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 22, 2018 to Oct 14, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 22, 2018 to Oct 14, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
May 10, 2017 to Mar 22, 2018factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Dec 19, 2016 to May 2, 2017factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Oct 6, 2014 to Aug 11, 2016factForm ADV

Dated events

No dated event names this entity yet.