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RIA / WealthAdvisorCertified Financial Planner11 years in industry

DHILLON THOMAS TAYLOR

Advisor at LEGACY WEALTH MANAGEMENT, LLC

BOISE, ID | League City, TX

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Search this name across graphsid dfx:ria:bed0f901-95ef-0fe5-0446-77a6fd2a51e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 2, 2018 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: LEGACY WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 2, 2018
First registration: May 2, 2018
Dual registered: no
IAPD individual key: 6475318

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
LEGACY WEALTH MANAGEMENT, LLC	Independent wealth	Jul 23, 2026	n/a	yes	League City, TX\|BOISE, ID	Current employment
SECURA FINANCIAL	Independent wealth	Jan 17, 2020	Jul 24, 2026	no	ORANGE, CA	Previous registration
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	Dec 2, 2019	Mar 21, 2024	no	ORANGE, CA	Previous registration
WADDELL & REED	Former SEC adviser	May 2, 2018	Dec 4, 2019	no	LAS VEGAS, NV\|SAN PEDRO, CA\|SEAL BEACH, CA\|SEAL BEACH, 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
SECURA FINANCIAL	LEGACY WEALTH MANAGEMENT, LLC	Jul 24, 2026	Jul 23, 2026	-1	Firm change	RIA to RIA
CROWN CAPITAL SECURITIES, L.P.	SECURA FINANCIAL	Mar 21, 2024	Jan 17, 2020	-1,525	Firm change after gap	Ibd to RIA
WADDELL & REED	CROWN CAPITAL SECURITIES, L.P.	Dec 4, 2019	Dec 2, 2019	-2	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ LEGACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 23, 2026 to presentfactForm ADV
→ SECURA FINANCIALRegistered adviserregistration: previous registration
Jan 17, 2020 to Jul 24, 2026factForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
Dec 2, 2019 to Mar 21, 2024factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 2, 2018 to Dec 4, 2019factForm ADV

Dated events

Occurred
Jul 24, 2026
Advisor changed firm
Dhillon Thomas Taylor left Secura Financial for Legacy Wealth Management, Llc (registered 2026-07-23)
Form ADVobserved 3 days ago
Occurred
Mar 21, 2024
Advisor changed firm
Dhillon Thomas Taylor left Crown Capital Securities, L.P. for Secura Financial (registered 2020-01-17)
Form ADVobserved 3 days ago