Taylor Mcbath is a registered investment advisor, based in Mt Juliet, TN, with 9 years of industry experience.
Location
1990 Providence Parkway, Mt Juliet, TN, 37122
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Regulatory History (1)
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Customer Dispute
February 2022Denied
Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2021 - Present · 5 yrs 4 mos
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Fifth Third Securities, INC.
October 2019 - November 2020 · 1 yr 1 mo
Fifth Third Securities, INC.Broker
October 2019 - November 2020 · 1 yr 1 mo
Suntrust Advisory Services, INC.
August 2017 - September 2019 · 2 yrs 1 mo
Suntrust Investment Services, INC.Broker
August 2017 - September 2019 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - August 2017 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - August 2017 · 1 yr 10 mos
State Registrations8 states
ILMOMSNCNYOKTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.