About Kim Lisa

Kim Lisa Taylor is a prominent corporate securities attorney based in Saint Augustine, Florida. As the founder of Syndication Attorneys, PLLC, she leads a firm that specializes in federal real estate securities offerings. Established in 2016, Syndication Attorneys assists clients nationwide in structuring and conveying investment opportunities aimed at attracting private investors. This focus on real estate securities has positioned the firm as a vital resource for small business owners and developers seeking to navigate complex securities laws. Kim earned her Juris Doctor from the University of Denver College of Law, where she developed a strong foundation in corporate law.

Prior to this, she obtained her undergraduate degree from Western Michigan University. In 2002, she was admitted to the State Bar of California, expanding her legal expertise across state lines. A decade later, in 2012, she became a member of the Florida Bar, further solidifying her commitment to serving clients in diverse legal environments. At Syndication Attorneys, Kim concentrates on helping clients structure and convey investment opportunities effectively. She educates them on the nuances of securities laws, providing essential tools and resources that empower them to achieve their business objectives legally.

Her experience includes being the responsible attorney for over 300 securities offerings and numerous joint venture agreements. As of July 2019, her efforts have enabled clients to raise more than $1 billion, showcasing her impact in the securities industry. Before founding Syndication Attorneys, Kim co-founded Trowbridge & Taylor LLP in 2010 and later Trowbridge Taylor Sidoti LLP in 2014. These ventures laid the groundwork for her current practice and contributed to her reputation as a nationally recognized expert in the field. She holds the Certified Capital Raising Specialist designation from the Investment Certification Institute, underscoring her expertise in capital raising strategies.

In addition to her legal practice, Kim is a highly sought-after speaker, instructor, and author. She has written numerous articles on syndication, corporate securities, and raising funds from private investors, many of which have been published in nationally distributed magazines and trade journals. Regularly, she presents educational programs and conducts training at entrepreneur and real estate investing conferences. These sessions help investors understand the details of raising private money while ensuring compliance with legal standards. Kim has taught groups of all sizes and experience levels how to structure offerings with private investors and how to legally advertise their offerings, making her a pivotal figure in the securities landscape.

Education

Western Michigan Univ

Undergraduate Degree

Univ of Denver COL

Law Degree

Accepted Jurisdictions

California

Court Admissions

U.S. District Court for the Northern District of California U.S. District Court
U.S. District Court for the Southern District of California U.S. District Court
U.S. District Court for the Central District of California U.S. District Court
U.S. District Court for the Eastern District of California U.S. District Court

Types of Cases Handled

Securities Offerings Real Estate

Legal Services Scope

Crowdfunding Federal Securities Offerings Private Placement Offerings Entity Formation & Corporate Documents SEC Filings Blue Sky Filings Joint Ventures Private Equity Funds Business Advice Business Plans Investment Summaries Public Speaking & Educational Events

Office Locations

Main Office

 2224 Shore Drive St. Augustine FL 32086