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Taylor Cochran

Strategic Advisers LLC

Conroe, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Conroe, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Agia Houston TX 12/2022 04/2024
Midfirst Bank Oklahoma City OK 06/2017 12/2017
Pepperoni Grill Edmond OK 06/2016 06/2017
Unemployed Oklahoma City OK 01/2021 03/2021
Chickasaw Community Bank (Formally Bank2) Oklahoma City OK 12/2017 12/2019
Valic Financial Advisors Houston TX 03/2021 04/2024
Fidelity Investments Westlake TX 04/2024 Present
Paycom Payroll Llc Oklahoma City OK 12/2019 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → 04/2024
    Agia
    Houston, TX
  • 06/2017 → 12/2017
    Midfirst Bank
    Oklahoma City, OK
  • 06/2016 → 06/2017
    Pepperoni Grill
    Edmond, OK
  • 01/2021 → 03/2021
    Unemployed
    Oklahoma City, OK
  • 12/2017 → 12/2019
    Chickasaw Community Bank (Formally Bank2)
    Oklahoma City, OK
  • 03/2021 → 04/2024
    Valic Financial Advisors
    Houston, TX
  • 04/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2019 → 01/2021
    Paycom Payroll Llc
    Oklahoma City, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2021-06-23 → 2024-04-09
    Valic Financial Advisors, Inc.
    Houston, TX
    Houston, TX
    Spring, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-22
  • S66 Uniform Combined State Law Examination
    2021-06-22
Other Names
  • Taylor Cochran
  • Taylor Wade Cochran

View on SEC IAPD

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