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

Taylor William Grant

Raymond James Financial Services Advisors, IncBD affiliatedPhiladelphia, Padual registrantIAPD 5793156

Feed of 09/14/2026

Also filed as Taylor W Grant

At current firm

1 y

since Apr 30, 2025

In the industry

18 y

since Sep 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Financial Services Advisors, Inc BD affiliated current
since Apr 30, 2025 · Philadelphia, Pa
Nomura Investment Management Business Trust asset manager
Apr 20, 2020 to Jan 7, 2022 · Philadelphia, Pa
Delaware Capital Management Advisers, Inc former
Apr 13, 2017 to Apr 20, 2020 · Philadelphia, Pa
Hartford Funds asset manager
Oct 14, 2015 to Apr 4, 2017 · Wayne, Pa
Wells Fargo Advisors wirehouse
May 21, 2013 to Nov 4, 2013 · Wayne, Pa
Wells Fargo Advisors wirehouse
Dec 22, 2012 to Mar 12, 2013 · Conshohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

Nomura Investment Management Business Trust to Raymond James Financial Services Advisors, Inc
left Jan 7, 2022, registered Apr 30, 2025 (1209 days) · Other
Delaware Capital Management Advisers, Inc to Nomura Investment Management Business Trust
left Apr 20, 2020, registered Apr 20, 2020 (0 days) · corporate re-registration, not a move
Hartford Funds to Delaware Capital Management Advisers, Inc
left Apr 4, 2017, registered Apr 13, 2017 (9 days) · Other
Wells Fargo Advisors to Hartford Funds
left Nov 4, 2013, registered Oct 14, 2015 (709 days) · Other

Signals

Taylor William Grant left Nomura Investment Management Business Trust for Raymond James Financial Services Advisors, Inc (registered 2025-04-30)
Jan 7, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address