Taylor Stump
Professional summary
Taylor Stump, who also goes by Taylor Brent Stump, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Palm Desert, California.
Taylor is registered as a RR (Registered Representative) and started their career in finance in 2025. Taylor has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Taylor Stump's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2026 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 74199 El Paseo Drive West Building Ste 105, Palm Desert, CA 92260April 7, 2025 - November 6, 2025
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/6/2026)
Exams
Series 6TO
Date: 4/7/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
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