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.
S•••• D•••• M••••••••
- Business email
- shawn@taylorretirementservices.comreportedtaylorretirementservices.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.
- T••••• S••••••••• S•••••••• I••• independent RIA currentsince Jan 6, 2020 · Harrisburg, Pa
- B••••••••• C•••••• M••••••••• L•• independent RIAFeb 20, 2014 to Jan 15, 2020 · Harrisburg, Pa
- A••••••• F•••••••• A•••••••• L•• BD affiliatedAug 6, 2013 to Feb 28, 2014 · Palmyra, Pa
- V•••• C••••••• I••• independent RIAFeb 7, 2012 to Oct 15, 2012 · Harrisburg, Pa
- B••••••••• C•••••• M••••••••• L•• independent RIAFeb 22, 2008 to Mar 18, 2009 · Harrisburg, Pa
- B••••••••• C•••••• M••••••••• L•• to T••••• S••••••••• S•••••••• I•••left Jan 15, 2020, registered Jan 6, 2020 (-9 days) · RIA to RIA · moved with a team
- A••••••• F•••••••• A•••••••• L•• to B••••••••• C•••••• M••••••••• L••left Feb 28, 2014, registered Feb 20, 2014 (-8 days) · Other
- V•••• C••••••• I••• to A••••••• F•••••••• A•••••••• L••left Oct 15, 2012, registered Aug 6, 2013 (295 days) · Other
- B••••••••• C•••••• M••••••••• L•• to V•••• C••••••• I•••left Mar 18, 2009, registered Feb 7, 2012 (1056 days) · Other
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address