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4525 East 91St Street, Tulsa, OK 74137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-04 |
| TX | RA | APPROVED_RES | 2017-01-04 |
| OK | RA | APPROVED | 2017-01-03 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 11/1990 | 10/2016 |
| Cadent Capital Advisors, Llc | Tulsa | OK | 12/2016 | Present |
Owner of an investment property that is used as a rental home in Hilton Head, SC. He receives occasional rental income from this property. Todd Eugene Taylor is a licensed insurance agent. From time to time, he will offer clients advice or products from these activities. Clients should be aware that these services may pay a commission and involve a possible conflict of interest, as commissionable products can conflict with fiduciary duties of a registered investment adviser. Cadent Capital Advisors, LLC always acts in the best interest of the client, including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Cadent Capital Advisors, LLC in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-31 |
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