Dakota Taylor is a registered investment advisor, based in Covington, LA, with 2 years of industry experience.
Location
1978 N Highway 190, Ste. A, Covington, LA, 70433
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dakota is a 1099 contractor for TaylorCo LLC since February 2024. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2025 - Present · 8 mos
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Paradiem, LLC
June 2023 - July 2024 · 1 yr 1 mo
State Registrations3 states
KSLAMS
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.