Tayla Cox Wilshire

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → 09/2025
  Avantax Investment Services Inc.
  Fort Worth, TX
• 09/2023 → 09/2025
  Avantax Advisory Services
  Fort Worth, TX
• 01/2023 → Present
  Wilshire Consultants Inc
  Fort Worth, TX
• 08/2015 → 06/2023
  Pediaplex
  Southlake, TX
• 10/2022 → Present
  Wilshire Foundation
  Fort Worth, TX
• 01/2023 → Present
  Rocky T Ranch Llc
  Fort Worth, TX
• 01/2023 → Present
  Rockin W Cattle Co, Llc
  Fort Worth, TX
• 01/2023 → Present
  Wilshire Consultants, Inc
  Fort Worth, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Worth, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-02-24 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Fort Worth, TX

Other Businesses

1) ROCKIN W CATTLE CO, LLC POSITION: Manager NATURE: horse and cattle ranching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 101 Summit Ave., Suite 410, Fort Worth TX 76102, United States DESCRIPTION: management 2) ROCKY T RANCH LLC POSITION: Owner NATURE: agricultural and cattle ranch INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 101 Summit Ave., Suite 410, Fort Worth TX 76102, United States DESCRIPTION: owner and manager 3) WILSHIRE FOUNDATION POSITION: President NATURE: charitable organization that raises money to give to other charitable organizations INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/31/2022 ADDRESS: 101 Summit Ave., Suite 410, Fort Worth TX 76102, United States DESCRIPTION: fundraise and then select other charitable organizations to donate the money to 4) WILSHIRE CONSULTANTS, INC POSITION: Management NATURE: Financial planning, investments, and tax services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/02/2023 ADDRESS: 101 Summit Ave., Suite 410, Fort Worth TX 76102, United States DESCRIPTION: 1. Office management of day-to-day activities2. Human Resources3. Client relations4. Behavior analysis5. Research 5) NAME OF OTHER BUSINESS: WILSHIRE FARM LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIVESTOCK/CATTLE; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RANCH MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2025-02-23

Other Names

• Tayla Christan Cox