Holli Luan Taylor

Current Employers

Employment History

• 09/2008 → 01/2024
  Taylor, Basden & Associates Llc
  Jenks, OK
• 09/2014 → 06/2021
  Voya Financial Advisors
  Tulsa, OK
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Market Wealth Management Llc Dba Taylor Basden & Associates
  Tulsa, OK

Previous Registrations

• 2017-03-08 → 2021-06-09
  Voya Financial Advisors, Inc.
  Tulsa, OK
  Depew, OK
  Norman, OK
  Owasso, OK
  Tulsa, OK
  Tulsa, OK

Other Businesses

1) NAME OF ENTITY:SPIRIT BANK; Yes; 4815 S HARVARD STE 100; TULSA; OK; 74135; FINANCIAL SERVICES; FINANCIAL ADVISER; 8/1/2016; 30; 30; SALE AND SERVICE SECURITIES PRODUCTS.| 2) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5030 EAST 101 ST ST STE A; TULSA; OK; 74137; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/17/2013; 40; 40; FIXED INSURANCE SALES PRODUCTS| 3) NAME OF ENTITY:HOLLI TAYLOR NOTARY; No; 5030 East 101st, STE A; Tulsa; OK; 74137; NOTARY; NOTARY; 5/23/2019; 1; 1; Notarizing documents as needed| 4) NAME OF OTHER BUSINESS: MARKET WEALTH MANAGEMENT LLC DBA TAYLOR BASDEN & ASSOCIATES INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-09
• S63 Uniform Securities Agent State Law Examination
  2009-08-01