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ES

Elizabeth Schulin

SCOTT T. TAYLOR, LTD.
Willis, TX 77318-4478
Some features on this profile are disabled
CRD#: 7024198
ES

Professional summary

Elizabeth Schulin, who also goes by Elizabeth Mary Schulin, Elizabeth Mary Taylor, is a registered financial professional currently at SCOTT T. TAYLOR, LTD. located in Willis, Texas.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2018. Elizabeth has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Elizabeth Mary Schulin | Elizabeth Mary Taylor

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 Elizabeth Schulin'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

May 17, 2021 - Present

SCOTT T. TAYLOR, LTD.

Office #1: 14482 Hillshire Dr., Willis, TX 77318-4478
BD
CRD#: 136414
Willis, TX
Past

March 26, 2019 - June 4, 2019

EDWARD JONES

RIA
CRD#: 250
CONROE, TX
Past

December 21, 2018 - June 4, 2019

EDWARD JONES

BD
CRD#: 250
CONROE, TX

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
Texas
(5/17/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/21/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/29/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

ST
SCOTT T. TAYLOR, LTD.
SCOTT T. TAYLOR, LTD.

CRD#: 136414 / SEC#: , 8-67009

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

Main Address
14482 Hillshire Dr., Willis, TX 77318-4478
Mailing Address
14482 Hillshire Dr., Willis, TX 77318-4478
Phone number
(713) 688-1849
Established
Texas since 04/12/2005
Firm type
Other Types of Legal Formation
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

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TAYLOR, ELLEN MARYLIMITED PARTNER
TAYLOR, SCOTT TREZEVANTPRESIDENT, CCO, FINOP LIMITED PARTNER1323288
WEALTH RECOVERY, INCPARENT COMPANY

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

SCOTT T. TAYLOR, LTD.

CRD#: 136414Willis, TX 77318-4478

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