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.
T••••• R••••• S••••••
- Title
- F•••••• & CEOreporteddefinefinancial.comfirm site, Sep 16, 2026
- Designations
- CFPreporteddefinefinancial.comas printed on the bio page, Sep 17, 2026
- Founder
- “T••••• S••••••, CFP®, F•••••• & CEO | D••••• Financial”reporteddefinefinancial.comthe sentence on the bio page
- Professional profile
- definefinancial.com/team/taylor-schulte-cfpreporteddefinefinancial.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.
- D••••• F••••••••• L•• independent RIA currentsince Apr 17, 2021 · San Diego, Ca
- A••••••• P••••••• A•••••••• L•• formerJun 25, 2014 to Aug 18, 2017 · San Diego, Ca
- B•••••• H•••• W••••• M••••••••• L•• formerApr 30, 2012 to Jun 26, 2014 · B•••••• H••••, Ca
- M••••• S•••••• wirehouseJun 1, 2009 to May 2, 2012 · San Diego, Ca
- M••••• S•••••• • C•• L•• unclassifiedOct 4, 2007 to Jun 1, 2009 · San Diego, Ca
- A••••••• P••••••• A•••••••• L•• to D••••• F••••••••• L••left Aug 18, 2017, registered Apr 17, 2021 (1338 days) · Other · moved with a team
- B•••••• H•••• W••••• M••••••••• L•• to A••••••• P••••••• A•••••••• L••left Jun 26, 2014, registered Jun 25, 2014 (-1 days) · Other
- M••••• S•••••• to B•••••• H•••• W••••• M••••••••• L••left May 2, 2012, registered Apr 30, 2012 (-2 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address