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ML

Matthew D. Latimer

TAYLOR GREY
MERCER ISLAND, WA 98040
Some features on this profile are disabled
CRD#: 7951103
ML

Professional summary

Matthew Dale Latimer is a registered financial professional currently at TAYLOR GREY, INC. located in Mercer Island, Washington.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2025. Matthew has worked at 1 firm and has passed the Series 79TO and SIE exams.

top-8-questions

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 Matthew Dale Latimer'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

December 19, 2025 - Present

TAYLOR GREY, INC.

Office #1: 7525 Se 24th Street Suite 630, Mercer Island, WA 98040
BD
CRD#: 308518
MERCER ISLAND, WA

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.

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 8/26/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/17/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TG
TAYLOR GREY, INC.
TAYLOR GREY, INC.

CRD#: 308518 / SEC#: , 8-70517

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

Main Address
3158 Scholarship, Newport Beach, CA 92612
Mailing Address
3158 Scholarship, Newport Beach, CA 92612
Phone number
(626) 241-0075
Established
California since 03/10/2020
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
HUANG, HENRYCEO, CCO5902670
COLLINS, ELIZABETH SARAHFINANCIAL AND OPERATIONS PRINCIPAL/CFO

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

TAYLOR GREY, INC.

CRD#: 308518Mercer Island, WA 98040

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