Taylor M. Vowles

OXFORD WEALTH MANAGEMENT

LINDON, UT 84042

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CRD#: 5170051

Professional summary

Taylor M Vowles is a registered financial advisor currently at OXFORD WEALTH MANAGEMENT located in Lindon, Utah.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Taylor has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 79, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) MBLV LLC: Investment related. 19 Windsong Dr, Pleasant Grove, UT, 84062, USA. Holding company for a private investment. Majority owner with direct/indirect management authority. Start date of relationship: 04/07/2023. Approximately 0 hours per month (approx. 1-2 hours per year). devoted to the business, may be during trading hours. Own and manage the company. 2) Silicone Capital LLC: Investment related. 3333 DIGITAL DRIVE # 700, Lehi, UT, 84043, USA. Holding company for a private investment. Minority owner with direct/indirect management authority. Start date of relationship: 06/26/20218. Approximately 0 hours per month (approx. 1-2 hours per year). devoted to the business, may be during trading hours. Part owner; manage the company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor M Vowles's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 14, 2025 - Present

OXFORD WEALTH MANAGEMENT

Office #1: 195 North State Street Suite 200 - Owm, Lindon, UT 84042

RIA

CRD#: 332725

LINDON, UT

Past

January 9, 2018 - May 12, 2025

DRIVE WEALTH ADVISERS

RIA

CRD#: 174728

LEHI, UT

Past

July 20, 2015 - November 30, 2017

CREWE CAPITAL

CRD#: 152527

Salt Lake City, UT

Past

January 28, 2014 - July 17, 2015

SILBER BENNETT FINANCIAL, INC.

RIA

CRD#: 156435

SALT LAKE CITY, UT

Past

January 28, 2014 - July 17, 2015

SILBER BENNETT FINANCIAL, INC.

CRD#: 156435

SALT LAKE CITY, UT

Past

April 3, 2013 - December 2, 2013

ORCHARD SECURITIES, LLC

CRD#: 133378

SALT LAKE CITY, UT

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".

OXFORD WEALTH MANAGEMENT

OXFORD WEALTH MANAGEMENT | OXFORD WEALTH MANAGEMENT LLC

CRD#: 332725 / SEC#: 801-131225

RIA

Registered Investment Advisory firm - (9/26/2024 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(1/14/2025)

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

IAR

Series 65

Date: 1/8/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 3/9/2015

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 4/2/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/2014

General Securities Principal Examination

Current Firm

OXFORD WEALTH MANAGEMENT

OXFORD WEALTH MANAGEMENT | OXFORD WEALTH MANAGEMENT LLC

CRD#: 332725 / SEC#: 801-131225

RIA

Registered Investment Advisory firm - (9/26/2024 Approved)

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Contact information

Main Address

195 North State Street Suite 200 - Owm, Lindon, UT 84042

Mailing Address

Phone number

(385) 206-5271

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OXFORD WEALTH MANAGEMENT, LLC FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 495,119,129

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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Taylor M. Vowles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor M Vowles's CRS (Customer Relationship Summary).

Certified licenses

Experience

DRIVE WEALTH ADVISERS

CREWE CAPITAL

SILBER BENNETT FINANCIAL, INC.

SILBER BENNETT FINANCIAL, INC.

ORCHARD SECURITIES, LLC

Primary Firm SEC Registration

OXFORD WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2018

Series 66

Date: 5/18/2013

SIE

Date: 11/30/2017

Series 79

Date: 3/9/2015

Series 7

Date: 4/2/2013

Series 24

Date: 7/1/2014

Current Firm

OXFORD WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OXFORD WEALTH MANAGEMENT

TRUST BUT VERIFY

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