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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Taccara Edwards

Advisor at WELLS FARGO ADVISORS

TAMPA, FL

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Search this name across graphsid dfx:ria:c5c7ee83-7a02-259b-cf0d-9da4c3c87a17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 12, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 5, 2008
First registration: Feb 12, 2008
Dual registered: yes, broker-dealer
Other names: TACCARA L CHAMPION|TACCARA CHAMPION|Taccara L Edwards|Taccara Edwards|Taccara Lenise Edwards
IAPD individual key: 5051323

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Dec 2, 2025	n/a	yes	TAMPA, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 9, 2022	Dec 5, 2025	no	TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TEMPLE TERRACE, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 24, 2021	Oct 13, 2022	no	Tampa, FL	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Nov 26, 2019	Mar 19, 2021	no	Jacksonville, FL\|ORANGE PARK, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Mar 15, 2019	Nov 22, 2019	no	Jacksonville, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 12, 2008	Jul 18, 2017	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Dec 5, 2025	Dec 2, 2025	-3	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 13, 2022	Nov 9, 2022	27	Firm change	Wirehouse to wirehouse
CUSO FINANCIAL SERVICES, L.P.	MORGAN STANLEY	Mar 19, 2021	Jun 24, 2021	97	Firm change	Ibd to wirehouse
ALLSTATE FINANCIAL ADVISORS, LLC	CUSO FINANCIAL SERVICES, L.P.	Nov 22, 2019	Nov 26, 2019	4	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ALLSTATE FINANCIAL ADVISORS, LLC	Jul 18, 2017	Mar 15, 2019	605	Firm change after gap	Wirehouse to ibd

Relationships

Registered with (5)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 9, 2022 to Dec 5, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 24, 2021 to Oct 13, 2022factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Nov 26, 2019 to Mar 19, 2021factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 15, 2019 to Nov 22, 2019factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Taccara Edwards left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2025-12-02)
Form ADVobserved 4 days ago
Occurred
Oct 13, 2022
Advisor changed firm
Taccara Edwards left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-11-09)
Form ADVobserved 4 days ago