DFX Intelligence

Data Factory

RIA / WealthAdvisor41 years in industry

MICHAEL DEAN TAYLOR

Advisor at WEALTH TEAMS ALLIANCE

Corbett, OR | IRVINE, CA

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:cd0f092e-340e-bb09-620b-35a9f199766c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2003 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: WEALTH TEAMS ALLIANCE
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: Dec 11, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 11, 1984
First registration: Dec 2, 2003
Dual registered: no
IAPD individual key: 1018877

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
WEALTH TEAMS ALLIANCE	Independent wealth	Dec 5, 2024	n/a	yes	Corbett, OR\|IRVINE, CA	Current employment
VESTORY, LLC	Former SEC adviser	Oct 8, 2015	Jul 7, 2016	no	BELLEVUE, WA	Previous registration
ELLIOTT COVE CAPITAL MANAGEMENT	Mixed wealth	Sep 19, 2013	Sep 13, 2014	no	SEATTLE, WA	Previous registration
VESTORY, LLC	Former SEC adviser	May 24, 2012	Aug 3, 2015	no	BELLEVUE, WA	Previous registration
WEALTH MANAGEMENT	Mixed wealth	Oct 11, 2011	Dec 13, 2016	no	NORFOLK, NE	Previous registration
SHELTON CAPITAL MANAGEMENT	Mixed wealth	Oct 8, 2010	Jul 19, 2011	no	CORBETT, OR\|DENVER, CO	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	Sep 3, 2009	Mar 5, 2010	no	CORBETT, OR\|SUMMIT, NJ	Previous registration
PORTFOLIO STRATEGIES INC	Independent wealth	Dec 2, 2003	Mar 19, 2008	no	PORTLAND, OR	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
WEALTH MANAGEMENT	VESTORY, LLC	Dec 13, 2016	May 24, 2012	-1,664	Firm change after gap	Other
VESTORY, LLC	WEALTH TEAMS ALLIANCE	Jul 7, 2016	Dec 5, 2024	3,073	Firm change after gap	Other
VESTORY, LLC	ELLIOTT COVE CAPITAL MANAGEMENT	Aug 3, 2015	Sep 19, 2013	-683	Firm change after gap	Other
ELLIOTT COVE CAPITAL MANAGEMENT	VESTORY, LLC	Sep 13, 2014	Oct 8, 2015	390	Firm change	Other
SHELTON CAPITAL MANAGEMENT	WEALTH MANAGEMENT	Jul 19, 2011	Oct 11, 2011	84	Firm change	Other
TLG ADVISORS, INC.	SHELTON CAPITAL MANAGEMENT	Mar 5, 2010	Oct 8, 2010	217	Firm change	Other
PORTFOLIO STRATEGIES INC	TLG ADVISORS, INC.	Mar 19, 2008	Sep 3, 2009	533	Firm change after gap	Other

Relationships

Registered with (7)

→ WEALTH TEAMS ALLIANCERegistered adviserregistration: current employment
Dec 5, 2024 to presentfactForm ADV
→ WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 11, 2011 to Dec 13, 2016factForm ADV
→ VESTORY, LLCRegistered adviserregistration: previous registration
Oct 8, 2015 to Jul 7, 2016factForm ADV
→ ELLIOTT COVE CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Sep 19, 2013 to Sep 13, 2014factForm ADV
→ SHELTON CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Oct 8, 2010 to Jul 19, 2011factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Sep 3, 2009 to Mar 5, 2010factForm ADV
→ PORTFOLIO STRATEGIES INCRegistered adviserregistration: previous registration
Dec 2, 2003 to Mar 19, 2008factForm ADV

Dated events

No dated event names this entity yet.