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RT

Ryan Taylor

LEMNIS CAPITAL
RICHARDSON, TX 75082
Some features on this profile are disabled
CRD#: 7663923
RT

Professional summary

Ryan Taylor, who also goes by Ryan Thomas Taylor, is a registered financial advisor currently at LEMNIS CAPITAL located in Richardson, Texas and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Thomas 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) - RIA

Click below to view Ryan Taylor'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

March 11, 2026 - Present

LEMNIS CAPITAL

Office #1: 2400 Lakeside Blvd Suite 200, Richardson, TX 75082
RIA
CRD#: 340137
RICHARDSON, TX
Current

March 11, 2026 - Present

INNOVATION PARTNERS LLC

Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210
RIA
BD
CRD#: 146344
Charlotte, NC
Past

July 2, 2025 - March 3, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Dallas, TX
Past

July 2, 2025 - March 3, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Dallas, TX
Past

January 18, 2023 - June 27, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DALLAS, TX
Past

November 23, 2022 - June 27, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DALLAS, TX

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Georgia
(3/11/2026)
RR
Michigan
(3/11/2026)
RR
Missouri
(3/11/2026)
RR
Texas
(3/11/2026)
IAR
Texas
(3/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/31/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/23/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/5/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/4/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LC
LEMNIS CAPITAL
LEMNIS CAPITAL

CRD#: 340137 / SEC#: 801-135496

RIA
Registered Investment Advisory firm - (3/9/2026 120-Day Approval)
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Contact information

Main Address
Richardson, TX
Mailing Address
Phone number
(817) 680-7665
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEMNIS CAPITAL FORM ADV 2A (2/18/2026)
0

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

LEMNIS CAPITAL

CRD#: 340137Richardson, TX 75082

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