Taylor O. Bledsoe

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CRD#: 6381869

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.

Taylor Owen Bledsoe, who also goes by Taylor Bledsoe, was a registered financial professional .

Taylor is a previously registered financial professional and started their career in finance in 2014. Taylor had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Taylor Bledsoe

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. Entity Name: Summit Haven LLC Investment related: Yes Address: Dallas Texas Nature of the other business: This is a holding company for a home that is owned by my wife and me. Position/Title/Relationship: Managing Member Start Date: 20-Dec-2018 Approximate # of hours a month: 3 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Homeowner 2. Entity Name: Reagan Oliver LLC Investment related: Yes Address: Dallas Texas Nature of the other business: Consultant for a Trust Position/Title/Relationship: Independent Contractor, Portfolio Construction Consultant Start Date: 01-Feb-2022 Approximate # of hours a month: 30 Approximate # of hours during securities trading hours: 10 Briefly describe your duties: Serve as an advisor to the Trustee to complete all trust business

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

October 30, 2020 - November 28, 2023

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 115120

DALLAS, TX

Past

October 3, 2014 - November 5, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

DALLAS, TX

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".

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD#: 115120 / SEC#: 801-79001

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

Texas

Registered Investment Advisory firm - (1/23/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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: 10/12/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2014

General Securities Representative Examination

Current Firm

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD#: 115120 / SEC#: 801-79001

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

Texas

Registered Investment Advisory firm - (1/23/2014 Terminated)

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Contact information

Main Address

4701 W. Lovers Lane, Dallas, TX 75209

Mailing Address

Phone number

(214) 922-9200

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

MSCM FORM ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 508,653,236

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 O. Bledsoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2020

Series 63

Date: 10/27/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2014

Current Firm

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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