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
J Taylor Laing Davis
Feed of 09/14/2026
Also filed as Taylor Davis
At current firm
6 y
since Mar 19, 2020
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Hill Country Group independent RIA currentsince Mar 19, 2020 · Boerne, Tx
- Westpark Wealth Advisors, Inc. independent RIAMar 1, 2019 to Mar 13, 2020 · Boerne, Tx
- Equitable Advisors, LLC national BDMar 9, 2018 to Mar 13, 2019 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Westpark Wealth Advisors, Inc. to Hill Country Groupleft Mar 13, 2020, registered Mar 19, 2020 (6 days) · RIA to RIA · moved with a team
- Equitable Advisors, LLC to Westpark Wealth Advisors, Inc.left Mar 13, 2019, registered Mar 1, 2019 (-12 days) · Affiliated broker-dealer or bank to independent RIA
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address