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
William Kirk Taylor
Feed of 09/14/2026
Also filed as Kirk Taylork
At current firm
5 y
since Mar 16, 2021
In the industry
38 y
since Aug 5, 1988 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Kirk Capital Advisors LLC independent RIA currentsince Mar 16, 2021 · Vienna, Va
- West Financial Services, Inc. independent RIAFeb 7, 2018 to Dec 3, 2020 · Mclean, Va
- 1st Portfolio Wealth Advisors formerAug 25, 2015 to Feb 6, 2018 · Fairfax, Va
- 1st Portfolio Wealth Advisors formerOct 25, 2011 to Aug 25, 2015 · Fairfax, Va
- Capitol Securities Management, Inc. independent RIADec 3, 1996 to Dec 31, 2011 · Hickory, Nc
Moves
a registration end followed by a registration begin elsewhere
- West Financial Services, Inc. to Kirk Capital Advisors LLCleft Dec 3, 2020, registered Mar 16, 2021 (103 days) · RIA to RIA
- 1st Portfolio Wealth Advisors to West Financial Services, Inc.left Feb 6, 2018, registered Feb 7, 2018 (1 days) · Other · moved with a team
- 1st Portfolio Wealth Advisors to 1st Portfolio Wealth Advisorsleft Aug 25, 2015, registered Aug 25, 2015 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Capitol Securities Management, Inc. to 1st Portfolio Wealth Advisorsleft Dec 31, 2011, registered Oct 25, 2011 (-67 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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address