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 Ayres
Certified Financial Planner
Feed of 09/14/2026
Also filed as Taylor Brandon Ayres
At current firm
0 y
since Aug 21, 2026
In the industry
14 y
since May 1, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Schwab Wealth Advisory, Inc. no RAUM currentsince Aug 21, 2026 · Orlando, Fl
- Creative Planning independent RIAJun 17, 2026 to Aug 3, 2026 · Overland Park, Ks
- Cetera Investment Advisers LLC BD affiliatedJan 9, 2026 to Apr 7, 2026 · Dubuque, Ia
- Avantax Planning Partners, Inc. BD affiliatedMar 27, 2023 to Apr 7, 2026 · Dubuque, Ia
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 27, 2022 to Feb 21, 2023 · Winter Park, Fl
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning to Schwab Wealth Advisory, Inc.left Aug 3, 2026, registered Aug 21, 2026 (18 days) · Other
- Cetera Investment Advisers LLC to Creative Planningleft Apr 7, 2026, registered Jun 17, 2026 (71 days) · Affiliated broker-dealer or bank to independent RIA
- Avantax Planning Partners, Inc. to Cetera Investment Advisers LLCleft Apr 7, 2026, registered Jan 9, 2026 (-88 days) · Affiliated broker-dealer or bank to another · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Avantax Planning Partners, Inc.left Feb 21, 2023, registered Mar 27, 2023 (34 days) · Wirehouse to independent RIA
Signals
- Taylor Ayres left Creative Planning for Schwab Wealth Advisory, Inc. (registered 2026-08-21)Aug 3, 2026 · Advisor changed firm · fact
- Taylor Ayres left Cetera Investment Advisers Llc for Creative Planning (registered 2026-06-17)Apr 7, 2026 · Advisor changed firm · fact
- Taylor Ayres left Avantax Planning Partners, Inc. for Cetera Investment Advisers Llc (registered 2026-01-09)Apr 7, 2026 · Advisor changed firm · fact
- Taylor Ayres left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Avantax Planning Partners, Inc. (registered 2023-03-27)Feb 21, 2023 · 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
- No RAUM reportedderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address