Isaac C. Taylor
Professional summary
Isaac Charles Taylor, who also goes by Isaac C Taylor, is a registered financial professional currently at BRIDGEWAY SECURITIES located in Round Rock, Texas.
Isaac is registered as a RR (Registered Representative) and started their career in finance in 2006. Isaac has worked at 5 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Isaac Charles Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2025 - Present
BRIDGEWAY SECURITIES
Office #1: 1 Chisholm Trail Rd Suite 450, Round Rock, TX 78681Office #3: 1 Chisholm Trail Rd Suite 450, Round Rock, TX 78681May 16, 2022 - December 12, 2024
INDEPENDENCE POINT SECURITIES LLC
May 10, 2019 - July 2, 2019
BOFA SECURITIES, INC.
December 11, 2012 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 11, 2006 - July 24, 2008
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/29/2025)
Exams
Series 99TO
Date: 6/24/2025
Operations Professional ExaminationSeries 7TO
Date: 1/29/2025
General Securities Representative ExaminationFINRA
Current Firm
BRIDGEWAY SECURITIES
CRD#: 334561 / SEC#: , 8-71318
Contact information
FINRA licenses (2 States and Territories)
Documents
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.
