DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Dean Taylor
Feed of 09/15/2026
At current firm
1 y
since Dec 5, 2024
In the industry
41 y
since Dec 11, 1984 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Teams Alliance independent RIA currentsince Dec 5, 2024 · Corbett, Or
- Vestory, LLC formerOct 8, 2015 to Jul 7, 2016 · Bellevue, Wa
- Elliott Cove Capital Management mixed wealthSep 19, 2013 to Sep 13, 2014 · Seattle, Wa
- Vestory, LLC formerMay 24, 2012 to Aug 3, 2015 · Bellevue, Wa
- Wealth Management mixed wealthOct 11, 2011 to Dec 13, 2016 · Norfolk, Ne
- Shelton Capital Management mixed wealthOct 8, 2010 to Jul 19, 2011 · Corbett, Or
- Tlg Advisors, Inc. BD affiliatedSep 3, 2009 to Mar 5, 2010 · Corbett, Or
- Portfolio Strategies Inc independent RIADec 2, 2003 to Mar 19, 2008 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Wealth Management to Vestory, LLCleft Dec 13, 2016, registered May 24, 2012 (-1664 days) · Other
- Vestory, LLC to Wealth Teams Allianceleft Jul 7, 2016, registered Dec 5, 2024 (3073 days) · Other
- Vestory, LLC to Elliott Cove Capital Managementleft Aug 3, 2015, registered Sep 19, 2013 (-683 days) · Other
- Elliott Cove Capital Management to Vestory, LLCleft Sep 13, 2014, registered Oct 8, 2015 (390 days) · Other
- Shelton Capital Management to Wealth Managementleft Jul 19, 2011, registered Oct 11, 2011 (84 days) · Other
- Tlg Advisors, Inc. to Shelton Capital Managementleft Mar 5, 2010, registered Oct 8, 2010 (217 days) · Other
- Portfolio Strategies Inc to Tlg Advisors, Inc.left Mar 19, 2008, registered Sep 3, 2009 (533 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address