AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TT

Timothy J. Taylor

Some features on this profile are disabled
CRD#: 1187257
TT

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.

Timothy John Taylor was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1984. Timothy had worked at 6 firms and has passed the Series 63, Series 7, Series 9, Series 10 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

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®
None

Experience


Past

June 17, 2010 - January 31, 2012

VTRADER PRO, LLC

BD
CRD#: 131920
SAN FRANCISCO, CA
Past

April 13, 2009 - January 31, 2012

SAGETRADER, LLC

BD
CRD#: 137862
SAN FRANCISCO, CA
Past

January 1, 2007 - March 17, 2008

NEWEDGE USA, LLC

BD
CRD#: 36118
SAN FRANCISCO, CA
Past

July 1, 2005 - January 2, 2007

FIMAT PREFERRED LLC

BD
CRD#: 135680
SAN FRANCISCO, CA
Past

June 24, 2003 - July 1, 2005

PREFERREDTRADE, INC.

BD
CRD#: 10993
SAN FRANCISCO, CA
Past

March 4, 1993 - December 3, 2001

PREFERREDTRADE, INC.

BD
CRD#: 10993
SAN FRANCISCO, CA
Past

June 20, 1984 - November 12, 1991

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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.

Exams


State Security Law Exam
RR
Series 63
Date: 2/13/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


VP
VTRADER PRO, LLC
VTRADER PRO, LLC

CRD#: 131920 / SEC#: , 8-66525

BD
Terminated by SEC on 01/20/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/29/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CSA GROUP, LLCCLASS B MEMBER
VT BROKERAGE GROUP, LLCCLASS A MEMBER
ANDERSON, GARY LEECHIEF EXECUTIVE OFFICER1091680
HAGNER, CHARLES PHILIP IIICHIEF COMPLIANCE OFFICER2060754
WHITE BAY SECURITIES USVI, LLCCLASS A MEMBER

Disclosures


Regulatory Event12

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.

Company Information


VTRADER PRO, LLC

CRD#: 131920

TRUST BUT VERIFY

Monitor Timothy Taylor

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics