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.
Natalie Ann Taylor
- Professional profile
- linkedin.com/in/natalie-taylor-cfp%C2%AE-bfa%E2%84%A2-0822a7areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- The Goodland Group state registered currentsince Jan 16, 2020 · Goleta, Ca
- Ellevest independent RIANov 16, 2018 to Nov 30, 2021 · Santa Barbara, Ca
- Learnvest Planning Services, LLC formerJan 24, 2013 to Jun 11, 2018 · San Diego, Ca
- Ameriprise Financial Services, LLC national BDJun 16, 2005 to Jan 11, 2013 · San Diego, Ca
- Ameriprise Financial Services, LLC national BDJan 1, 2005 to May 23, 2005 · San Diego, Ca
- Ellevest to The Goodland Groupleft Nov 30, 2021, registered Jan 16, 2020 (-684 days) · RIA to a state-registered adviser
- Learnvest Planning Services, LLC to Ellevestleft Jun 11, 2018, registered Nov 16, 2018 (158 days) · Other
- Ameriprise Financial Services, LLC to Learnvest Planning Services, LLCleft Jan 11, 2013, registered Jan 24, 2013 (13 days) · Affiliated broker-dealer or bank to a newly registered adviser
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address