Virginia L. Taylor

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CRD#: 1014405

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Virginia Lucille Taylor, AIF®, who also goes by VIrginia Lucille Namikas, Virginia L Namikas, was a registered financial professional .

Virginia is a previously registered financial professional and started their career in finance in 1982. Virginia had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Virginia Lucille Namikas | Virginia L Namikas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 06/30/2010: 1089 Mills Way LLC and 1460 Montgomery Street LLC - Real Estate Rental - Investment Related - No Time Spent - In San Francisco, 3 buildings with 8 rental apartments. None of the renter are customers. In Redwood City, one commercial building and that renter is not a client. (2) 10/25/2016: 1460 Montgomery Street - Real Estate Rental - Investment Related - 1460 Montgomery Street, San Francisco, CA 94133 - Start 05/15/2008 - 0 Hr/Mo - 5 Units of Rental Property (3) My husband and I jointly own real estate that are held in LLC's. (4) I sold my business back in 2015 and am still receiving a payout.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

June 23, 2020 - October 9, 2023

BAYBRIDGE CAPITAL GROUP, LLC

RIA

CRD#: 284867

PLEASANTON, CA

Past

September 8, 2009 - July 15, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELMONT, CA

Past

September 8, 2009 - July 15, 2020

LPL FINANCIAL LLC

CRD#: 6413

BELMONT, CA

Past

December 4, 2008 - October 13, 2009

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

BOSTON, MA

Past

December 3, 2008 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

PALO ALTO, CA

Past

December 3, 2008 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

PALO ALTO, CA

Past

January 24, 2007 - December 4, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

PALO ALTO, CA

Past

December 4, 1989 - December 4, 2008

FSC SECURITIES CORPORATION

CRD#: 7461

PALO ALTO, CA

Past

June 19, 1986 - December 5, 1989

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

PETALUMA, CA

Past

May 7, 1986 - July 8, 1986

AMERICAN INVESTORS COMPANY

CRD#: 38

Past

December 23, 1983 - April 8, 1986

MORGAN STANLEY DW INC.

CRD#: 7556

Past

January 27, 1982 - December 12, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BAYBRIDGE CAPITAL GROUP, LLC

CRD#: 284867 / SEC#: 801-112598

RIA

Registered Investment Advisory firm - (3/8/2018 Approved)

California

Registered Investment Advisory firm - (5/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/13/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/1/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BAYBRIDGE CAPITAL GROUP, LLC

CRD#: 284867 / SEC#: 801-112598

RIA

Registered Investment Advisory firm - (3/8/2018 Approved)

California

Registered Investment Advisory firm - (5/2/2018 Terminated)

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Contact information

Main Address

2205 Fourth Street, Livermore, CA 94550

Mailing Address

Phone number

(888) 440-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/2/2025)

Regulatory assets under management

Total Number of Accounts	520
AUM (Assets Under Management)	$ 162,194,993

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Virginia L. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

ASSOCIATED SECURITIES CORP.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

INVESTMENT ARCHITECTS, INC.

AMERICAN INVESTORS COMPANY

MORGAN STANLEY DW INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

BAYBRIDGE CAPITAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/13/1984

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1983

Series 22

Date: 12/1/1982

Series 6

Date: 1/20/1982

Current Firm

BAYBRIDGE CAPITAL GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAYBRIDGE CAPITAL GROUP, LLC

TRUST BUT VERIFY

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