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
Jeremy A Taylor
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
0 y
since Oct 24, 2025
In the industry
19 y
since May 15, 2007 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
4
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Federated Investment Counseling institutional currentsince Oct 24, 2025 · Boston, Ma
- Federated Global Investment Management Corp. asset manager currentsince Oct 24, 2025 · Boston, Ma
- Mdt Advisers, A Division Of Federated Mdta LLC asset manager currentsince Oct 24, 2025 · Boston, Ma
- Federated Securities Corp. no RAUM currentsince Oct 24, 2025 · Boston, Ma
- Catholic Investment Services, Inc. asset managerJun 2, 2020 to Feb 4, 2025 · Boston, Ma
- Natixis Advisors, LLC BD affiliatedFeb 21, 2013 to Mar 5, 2019 · Boston, Ma
- Manulife Investment Management (US) LLC asset managerNov 17, 2010 to Feb 4, 2013 · Boston, Ma
- John Hancock Investment Management LLC asset managerSep 21, 2010 to Dec 31, 2010 · Boston, Ma
- Principal Securities, Inc. BD affiliatedFeb 7, 2008 to Sep 22, 2008 · Waltham, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 17, 2007 to Jan 2, 2008 · Burlington, Ma
Moves
a registration end followed by a registration begin elsewhere
- Catholic Investment Services, Inc. to Federated Securities Corp.left Feb 4, 2025, registered Oct 24, 2025 (262 days) · Other
- Natixis Advisors, LLC to Catholic Investment Services, Inc.left Mar 5, 2019, registered Jun 2, 2020 (455 days) · Other
- Manulife Investment Management (US) LLC to Natixis Advisors, LLCleft Feb 4, 2013, registered Feb 21, 2013 (17 days) · Other
- John Hancock Investment Management LLC to Manulife Investment Management (US) LLCleft Dec 31, 2010, registered Nov 17, 2010 (-44 days) · corporate re-registration, not a move
- Principal Securities, Inc. to John Hancock Investment Management LLCleft Sep 22, 2008, registered Sep 21, 2010 (729 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Principal Securities, Inc.left Jan 2, 2008, registered Feb 7, 2008 (36 days) · Other
Signals
- Jeremy A Taylor left Catholic Investment Services, Inc. for Federated Securities Corp. (registered 2025-10-24)Feb 4, 2025 · 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
- Institutional managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address