Financial advisor
Mark Taylor
Now at Raymond James Financial Services · Brown, Taylor, Shaw & Associates · Naples, FL
Registered as MARK EDWARD TAYLOR
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Brown, Taylor, Shaw & Associates | Truist Wealth | Raymond James Financial Services | Breakaway | October 23, 2026 | $700M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | October 22, 2026 | Current |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | October 22, 2026 | Current |
| TRUIST ADVISORY SERVICES, INC. | Investment adviser | September 26, 2016 | Current |
| SUNTRUST INVESTMENT SERVICES, INC. | Investment adviser | July 20, 2007 | December 31, 2016 |
| TRUIST INVESTMENT SERVICES, INC. | Broker-dealer | July 13, 2007 | Current |
| CHARLES SCHWAB & CO., INC. | Investment adviser | November 9, 2006 | May 11, 2007 |
| CHARLES SCHWAB & CO., INC. | Broker-dealer | November 9, 2006 | May 11, 2007 |
| SIGNATOR INVESTORS, INC. | Investment adviser | January 25, 2005 | October 13, 2006 |
| SIGNATOR INVESTORS, INC. | Broker-dealer | December 17, 2004 | October 13, 2006 |
| MANULIFE FINANCIAL SECURITIES LLC | Investment adviser | October 1, 2002 | December 10, 2004 |
| MANULIFE FINANCIAL SECURITIES LLC | Broker-dealer | September 27, 2002 | December 10, 2004 |
| JOHN HANCOCK FUNDS, LLC | Broker-dealer | July 6, 2001 | August 30, 2002 |
| PAINEWEBBER INCORPORATED | Broker-dealer | July 19, 2000 | February 27, 2001 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.