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.

Current firm

MDT FINANCIAL ADVISORS, 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

May 10, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 10, 1996

First registration

Jun 30, 1998

Dual registered

no

IAPD individual key

2695584

• Occurred

  May 21, 2026
  Advisor changed firm

  Chad Everett Taylor left Wells Fargo Advisors for Mdt Financial Advisors, Llc (registered 2026-05-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d827cc2e-129c-ed97-91b9-07b1e5b8d1c4

First observed

Jun 30, 1998

Last observed

Sep 14, 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.