Philip H. Taylor
Professional summary
Philip H Taylor III, who also goes by Philip H Taylor, is a registered financial professional currently at GILMARTIN FINANCIAL located in Larkspur, California.
Philip is registered as a RR (Registered Representative) and started their career in finance in 2022. Philip has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip H Taylor III's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 17, 2022 - Present
GILMARTIN FINANCIAL
Office #1: 60 E Sir Francis Drake Blvd., Suite 208, Larkspur, CA 94939State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/11/2023)
Exams
Series 82TO
Date: 5/17/2022
Limited Representative-Private Securities OfferingsFINRA
Current Firm
GILMARTIN FINANCIAL
CRD#: 312622 / SEC#: , 8-70713
Contact information
FINRA licenses (4 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEWIS, LYNN CHRISTINE | CEO, CCO, EXECUTIVE REPRESENTATIVE | |
| BRANT, DAVID ROBERT | FINOP, POO AND PFO | 2718478 |
Red Flags
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Company Information
GILMARTIN FINANCIAL
CRD#: 312622Larkspur, CA 94939TRUST BUT VERIFY
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