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Sharon D. Taylor

Some features on this profile are disabled
CRD#: 1338059
ST

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.

Sharon Denise Taylor, who also goes by Sharon D Hewlett Taylor, Sharon H Kelley, Sharon D Taylor, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 1986. Sharon had worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 53, Series 24 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sharon D Hewlett Taylor | Sharon H Kelley | Sharon D Taylor

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

November 21, 2008 - March 5, 2010

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

March 5, 2008 - December 31, 2018

ARLINGTON PARTNERS LLC

RIA
CRD#: 109335
BIRMINGHAM, AL
Past

June 14, 2005 - December 15, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
HOUSTON, TX
Past

June 1, 2005 - December 15, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
HOUSTON, TX
Past

May 31, 2005 - June 3, 2005

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
HOUSTON, TX
Past

April 23, 2005 - May 19, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BIRMINGHAM, AL
Past

April 23, 2005 - May 19, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 23, 1999 - April 23, 2005

SOUTHTRUST SECURITIES, LLC

RIA
CRD#: 17922
BIRMINGHAM, AL
Past

December 23, 1999 - April 23, 2005

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL
Past

July 31, 1989 - December 20, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 29, 1987 - August 11, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 22, 1986 - March 27, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
IAR
Series 65
Date: 12/5/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 9/7/1996
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/4/2000
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/19/2000
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/12/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures

Arbitration1

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

BURCH & COMPANY, INC

CRD#: 102280

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