Taylor R. Davis
Professional summary
Taylor Renee Davis, who also goes by Taylor Renee Kujalowicz, Taylor Kujalowicz, is a registered financial professional currently at VISION 4 FUND DISTRIBUTORS located in Scottsdale, Arizona.
Taylor is registered as a RR (Registered Representative) and started their career in finance in 2009. Taylor has worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Taylor Renee Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
VISION 4 FUND DISTRIBUTORS
Office #1: 9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260April 19, 2017 - December 31, 2018
FIRST DOMINION CAPITAL CORP.
February 26, 2013 - April 17, 2017
WOODBURY FINANCIAL SERVICES, INC.
February 12, 2013 - April 17, 2017
WOODBURY FINANCIAL SERVICES, INC.
May 26, 2010 - February 27, 2013
ROBERT W. BAIRD & CO. INCORPORATED
May 26, 2010 - February 27, 2013
ROBERT W. BAIRD & CO. INCORPORATED
June 22, 2009 - April 7, 2010
EQUITABLE ADVISORS, LLC
May 7, 2009 - April 7, 2010
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2019)
(2/23/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
VISION 4 FUND DISTRIBUTORS
CRD#: 298105 / SEC#: , 8-70175
Contact information
FINRA licenses (27 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GARD, DAVID WAYNE | MANAGING DIRECTOR | 722647 |
| JOHNSON, HENRY P | MANAGING DIRECTOR | 5559118 |
| KUJALOWICZ, PAUL EDWARD | PRESIDENT/MANAGING DIRECTOR | 1020049 |
| SULLIVAN, CORNELIUS JOSEPH | MANAGING DIRECTOR | 2094448 |
| VAINISI, JEROME ARTHUR | CHIEF EXECUTIVE OFFICER | 2011056 |
| FOSTER, TODD MICHAEL | PASSIVE MEMBER | 3024634 |
| GREER, JOHN WILLIAM | PASSIVE MEMBER | 6148298 |
| LEE, BRYAN MATTHEW | PASSIVE MEMBER | 4779819 |
| QUALTERS, DONALD P | PASSIVE MEMBER | 3184519 |
| DAVIS, TAYLOR RENEE | CHIEF COMPLIANCE OFFICER | 5384424 |
| PORTWOOD, WILLIAM BOYCE | CHIEF FINANCIAL OFFICER/FINOP/PFO/POO | 4853700 |
Red Flags
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