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RIA Intelligence

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Registered advisor

A••••• G•••• T•••••

E••••••••• T••• C•••••• M••••••••• L••independent RIACollierville, Tn IA-onlyIAPD 4342791
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as A••••• G. T•••••
At current firm
3 y
since Mar 15, 2023
In the industry
23 y
since Jan 7, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Director of Client Relationsreportedevolutionarytree.comfirm site, Sep 16, 2026
Designations
CFAreportedevolutionarytree.comas printed on the bio page, Sep 16, 2026
founder other
“Before founding Cumberland, Mr. Taylor was a founding principal at SouthernSun Asset Management (formerly Cook Mayer Taylor) for nearly 20 years, serving as President and was responsible for client relations and business development.”reportedevolutionarytree.comthe sentence on the bio page
Professional profile
evolutionarytree.com/bio/andrew-taylor-cfareportedevolutionarytree.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • A••••• G•••• T••••• left C••••••••• P•••••••• L•• for G••••• C•••••• S•••••••• I••• (registered 2019-10-08)
    Nov 29, 2022 · Advisor changed firm · fact
  • A••••• G•••• T••••• left G••••• C•••••• S•••••••• I••• for E••••••••• T••• C•••••• M••••••••• L•• (registered 2023-03-15)
    Jan 31, 2022 · Advisor changed firm · fact
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
23derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address