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PT

Peter R. Taylor

DOMINION PARTNERS, L.C.
Glen Allen, VA 23060
Some features on this profile are disabled
CRD#: 6232765
PT

Professional summary

Peter R Taylor is a registered financial professional currently at DOMINION PARTNERS, L.C. located in Glen Allen, Virginia.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2013. Peter has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, Series 79TO, SIE and Series 7 exams.

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) - BD

Click below to view Peter R Taylor's 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 22, 2026 - Present

DOMINION PARTNERS, L.C.

Office #1: 4801cox Road, Ste 104, Glen Allen, VA 23060
BD
CRD#: 42910
Glen Allen, VA
Past

September 19, 2025 - January 20, 2026

SSG CAPITAL ADVISORS, LLC

BD
CRD#: 150750
WEST CONSHOHOCKEN, PA
Past

August 12, 2019 - September 8, 2025

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
NEW YORK, NY
Past

April 4, 2016 - June 16, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

April 1, 2016 - June 16, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

February 18, 2014 - April 18, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
NEW YORK, NY
Past

September 30, 2013 - April 18, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Virginia
(1/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/16/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/10/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/12/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/12/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/30/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DP
DOMINION PARTNERS, L.C.
DOMINION PARTNERS, L.C.

CRD#: 42910 / SEC#: , 8-50074

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

Main Address
4801cox Road, Ste 104, Glen Allen, VA 23060
Mailing Address
4801cox Road, Ste 104, Glen Allen, VA 23060
Phone number
(804) 418-6269
Established
Virginia since 07/16/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MONCURE, CHARLES POWHATAN JRPRINCIPAL, CCO1946867
NASCHOLD, FREDERICK THEODOREPRINCIPAL830850

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

DOMINION PARTNERS, L.C.

CRD#: 42910Glen Allen, VA 23060

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