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JEFFREY CROSS TAYLOR
JEFF C. TAYLOR, JEFF TAYLOR, JEFFREY C TAYLOR
CRD#: 4134546
IA
Investment Adviser
B
Broker
CRESCENT WEALTH ADVISORY, LLCCRD#: 151156 200 GALLERIA PARKWAY SE
SUITE 1880
ATLANTA, GA 30339
LION STREET FINANCIAL, LLCCRD#: 165828 200 Galleria Parkway SE
Suite 1880
ATLANTA, GA 30339
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2003 (2 years)2 FIRMS2003 - 2009 (6 years)IACRESCENT WEALTH ADVISORY, LLC (CRD# 151156)2015 - Present (9 years)BLION STREET FINANCIAL, LLC (CRD# 165828)2020 - Present (5 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2017 - 2020 (3 years)BSTERNE AGEE FINANCIAL SERVICES... (CRD# 18456)2014 - 2016 (1 year)BMID ATLANTIC CAPITAL CORPORATION (CRD# 10674)2009 - 2014 (5 years)BSIGNATOR INVESTORS, INC. (CRD# 468)2000 - 2001 (<1 year)IACRESCENT WEALTH CAPITAL MANAGE... (CRD# 151156)2012 - 2014 (2 years)IACRESCENT WEALTH CAPITAL MANAGE... (CRD# 151156)2009 - 2011 (2 years)IALINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2003 - 2003 (<1 year)
Disclosure(s)
View By:
5/20/2014
Customer Dispute
Settled
10/29/2013
Customer Dispute
Settled
License(s)

State Registrations

B
Alabama 2/25/2020

B
New York 3/11/2021

B
California 2/12/2021

B
Pennsylvania 2/25/2020

B
Florida 2/24/2020

B
South Carolina 12/20/2022

IA
Georgia 3/9/2015

IA
Tennessee 6/22/2023

B
Georgia 2/24/2020

B
Texas 4/24/2020

B
Louisiana 7/20/2020

IA
Texas 4/28/2022

IA
Louisiana 9/18/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CRESCENT WEALTH ADVISORY, LLC (CRD#:151156)
200 GALLERIA PARKWAY SE SUITE 1880, ATLANTA, GA 30339
Registered with this firm since 3/9/2015

B
LION STREET FINANCIAL, LLC (CRD#:165828)
200 Galleria Parkway SE Suite 1880, ATLANTA, GA 30339
Registered with this firm since 2/21/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
B
01/19/2017 - 02/21/2020 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Atlanta, GA
B
10/22/2014 - 01/12/2016 STERNE AGEE FINANCIAL SERVICES, INC. (CRD#:18456) Atlanta, GA
IA
02/21/2012 - 12/31/2014 CRESCENT WEALTH CAPITAL MANAGEMENT, LLC (CRD#:151156) ATLANTA, GA
B
08/17/2009 - 10/23/2014 MID ATLANTIC CAPITAL CORPORATION (CRD#:10674) ATLANTA, GA
IA
09/30/2009 - 12/31/2011 CRESCENT WEALTH CAPITAL MANAGEMENT, LLC (CRD#:151156) ATLANTA, GA
IA
09/02/2003 - 08/24/2009 NFP SECURITIES, INC. (CRD#:42046) ATLANTA, GA
B
08/05/2003 - 08/24/2009 NFP SECURITIES, INC. (CRD#:42046) ATLANTA, GA
IA
03/05/2003 - 08/11/2003 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) ATLANTA, GA
B
01/29/2001 - 08/11/2003 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
01/29/2001 - 08/11/2003 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
B
07/27/2000 - 01/31/2001 SIGNATOR INVESTORS, INC. (CRD#:468) BOSTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.