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
Trevor T Taylor
Certified Financial Planner
Feed of 09/15/2026
Also filed as Trevor T Taylor
At current firm
7 y
since Sep 4, 2019
In the industry
18 y
since Nov 1, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Sep 4, 2019 · Wesley Chapel, Fl
- Intervest International, Inc. formerApr 22, 2019 to Sep 4, 2019 · Colorado Springs, Co
- Global Financial Private Capital, Inc. formerJun 20, 2017 to Apr 23, 2019 · Sarasota, Fl
- Aegis Capital Corp. BD affiliatedJun 17, 2015 to Jun 15, 2017 · Sarasota, Fl
- Jhs Capital Advisors, LLC formerJul 12, 2010 to Jun 17, 2015 · Tampa, Fl
- Raymond James & Associates, Inc. national BDMay 12, 2008 to Jul 13, 2010 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- Intervest International, Inc. to Accurate Wealth Management, LLCleft Sep 4, 2019, registered Sep 4, 2019 (0 days) · RIA to RIA
- Global Financial Private Capital, Inc. to Intervest International, Inc.left Apr 23, 2019, registered Apr 22, 2019 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Aegis Capital Corp. to Global Financial Private Capital, Inc.left Jun 15, 2017, registered Jun 20, 2017 (5 days) · Other
- Jhs Capital Advisors, LLC to Aegis Capital Corp.left Jun 17, 2015, registered Jun 17, 2015 (0 days) · Other · moved with a team
- Raymond James & Associates, Inc. to Jhs Capital Advisors, LLCleft Jul 13, 2010, registered Jul 12, 2010 (-1 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address