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
Adam Nathan Taylor
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since Mar 5, 2024
In the industry
30 y
since Aug 1, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Diversify Wealth Management, LLC independent RIA currentsince Mar 5, 2024 · Orem, Ut
- Diversify Wealth Management LLC formerJan 23, 2008 to Jul 17, 2024 · Orem, Ut
- Cambridge Investment Research Advisors, Inc. BD affiliatedMar 28, 2005 to May 16, 2008 · Orem, Ut
- Cambridge Investment Research, Inc. unclassifiedFeb 3, 2004 to Mar 28, 2005 · Orem, Ut
- Voya Financial Advisors, Inc. BD affiliatedMar 1, 2001 to Jan 28, 2004 · Orem, Ut
Moves
a registration end followed by a registration begin elsewhere
- Diversify Wealth Management LLC to Diversify Wealth Management, LLCleft Jul 17, 2024, registered Mar 5, 2024 (-134 days) · channel change inside one enterprise, not a move · moved with a team
- Cambridge Investment Research Advisors, Inc. to Diversify Wealth Management LLCleft May 16, 2008, registered Jan 23, 2008 (-114 days) · Other
- Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
- Voya Financial Advisors, Inc. to Cambridge Investment Research, Inc.left Jan 28, 2004, registered Feb 3, 2004 (6 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address