Terrence Andrew Taylor

Current Employers

Employment History

• 03/2009 → 07/2018
  New York Life Insurance Company
  Frederick, MD
• 03/2009 → 07/2018
  Nylife Securities Llc
  Frederick, MD
• 05/2009 → 07/2018
  Eagle Strategies Llc
  Bethesda, MD
• 06/2009 → Present
  Taylor Financial Associates
  Frederick, MD
• 07/2018 → 04/2021
  Lincoln Financial Securities
  Frederick, MD
• 04/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-07-02 → 2021-04-26
  Osaic Fs, Inc.
  Frederick, MD
  Frederick, MD
  Virginia Beach, VA
• 2009-05-15 → 2018-07-05
  Eagle Strategies Llc
  Frederick, MD
• 2004-03-18 → 2009-03-18
  Valic Financial Advisors, Inc.
  Glen Burnie, MD
  Durham, NC
  Linthicum Heights, MD
• 2002-09-18 → 2004-03-12
  Mml Investors Services, Llc
  Bethesda, MD

Other Businesses

1) PARTNERS ADVANTAGE, 5734 LITTLE SPRING WAY, FREDERICK, MD, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 02/01/11, NIR, 2 HR/MO- 2/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/WK-80/TRADING. 04/23/21-IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-28
• S63 Uniform Securities Agent State Law Examination
  1999-10-11

Other Names

• Terry Andrew Taylor