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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T••••• M•••••• F••••••

E•••• R••• I••••••••• C••••••• L••independent RIAAtlanta, GaIA-onlyIAPD 4833167

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as T••••• M•••••• F••••••

At current firm

5 y

since Aug 30, 2021

In the industry

22 y

since Aug 2, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Taylor is a founder and the managing partner at Eagle Rock. Taylor has over 20 years of experiencereportedeaglerockinvest.comfirm site, Sep 15, 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

E•••• R••• I••••••••• C••••••• L•• independent RIA current
since Aug 30, 2021 · Atlanta, Ga
C••••••••• I••••••••• P•••••••• L•• other
Aug 14, 2012 to Feb 3, 2022 · Atlanta, Ga
W••••••••• L•• former
May 10, 2010 to Sep 4, 2012 · Atlanta, Ga
A••••• W••••• M••••••••• L•• unclassified
Sep 12, 2008 to Apr 22, 2010 · Atlanta, Ga
H••••• • C••• L•• other
Aug 2, 2004 to May 1, 2008 · West Conshohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

C••••••••• I••••••••• P•••••••• L•• to E•••• R••• I••••••••• C••••••• L••
left Feb 3, 2022, registered Aug 30, 2021 (-157 days) · channel change inside one enterprise, not a move
W••••••••• L•• to C••••••••• I••••••••• P•••••••• L••
left Sep 4, 2012, registered Aug 14, 2012 (-21 days) · Other
A••••• W••••• M••••••••• L•• to W••••••••• L••
left Apr 22, 2010, registered May 10, 2010 (18 days) · Other
H••••• • C••• L•• to A••••• W••••• M••••••••• L••
left May 1, 2008, registered Sep 12, 2008 (134 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address