TAYLOR & WILLIAMS, INC.
CRD #121776 SEC #801-68272 LUTZ, FL 813-936-0222
SEC Registered
Total AUM
$38M
Discretionary
$37M
Employees
1
Clients
26
Accounts
476
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, BRENT, LON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, BRENT, LON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, BRENT, LON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, BRENT, LON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, BRENT, LON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, BRENT, LON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 23, 2012 REGISTERED
Notice Filings (1)
FL
Address
288 CRYSTAL GROVE BLVD.LUTZ, FL 33548
United States
Phone: 813-936-0222