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

Zachary Taylor

Wealth Enhancement Advisory Services, LLCBD affiliatedPhiladelphia, Pa dual registrantIAPD 6656082

Feed of 09/14/2026

Also filed as Zachary Taylor

At current firm

0 y

since Feb 23, 2026

In the industry

10 y

since May 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since Feb 23, 2026 · Plymouth, Mn
Blackrock Investment Management, LLC asset manager
Mar 21, 2024 to Feb 17, 2026 · Princeton, Nj
Charles Schwab & Co., Inc. national BD
Jan 26, 2022 to Apr 4, 2024 · Radnor, Pa
Td Ameritrade, Inc. former
Mar 20, 2019 to Oct 14, 2022 · Philadelphia, Pa
Td Ameritrade Investment Management, LLC former
Mar 20, 2019 to Sep 7, 2023 · Philadelphia, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 11, 2018 to Feb 25, 2019 · Philadelphia, Pa
Citizens Securities, Inc. BD affiliated
Jul 1, 2017 to Dec 12, 2017 · Philadelphia, Pa

Moves

a registration end followed by a registration begin elsewhere

Blackrock Investment Management, LLC to Wealth Enhancement Advisory Services, LLC
left Feb 17, 2026, registered Feb 23, 2026 (6 days) · Other
Charles Schwab & Co., Inc. to Blackrock Investment Management, LLC
left Apr 4, 2024, registered Mar 21, 2024 (-14 days) · Other
Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.
left Sep 7, 2023, registered Jan 26, 2022 (-589 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Oct 14, 2022, registered Mar 20, 2019 (-1304 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Ameritrade, Inc.
left Feb 25, 2019, registered Mar 20, 2019 (23 days) · Other
Citizens Securities, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 12, 2017, registered Jan 11, 2018 (30 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Zachary Taylor left Blackrock Investment Management, Llc for Wealth Enhancement Advisory Services, Llc (registered 2026-02-23)
Feb 17, 2026 · Advisor changed firm · fact
Zachary Taylor left Charles Schwab & Co., Inc. for Blackrock Investment Management, Llc (registered 2024-03-21)
Apr 4, 2024 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address