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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

TERRENCE ANDREW TAYLOR

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Frederick, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 18, 2002 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: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 11, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 11, 1999
First registration: Sep 18, 2002
Dual registered: yes, broker-dealer
Other names: Terry Andrew TAYLOR
IAPD individual key: 3275268

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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Apr 23, 2021	n/a	yes	Frederick, MD	Current employment
OSAIC FS, INC.	Former SEC adviser	Jul 2, 2018	Apr 26, 2021	no	FREDERICK, MD\|FREDERICK, MD\|VIRGINIA BEACH, VA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	May 15, 2009	Jul 5, 2018	no	FREDERICK, MD	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 18, 2004	Mar 18, 2009	no	GLEN BURNIE, MD\|DURHAM, NC\|LINTHICUM HEIGHTS, MD	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 18, 2002	Mar 12, 2004	no	BETHESDA, MD	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
OSAIC FS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 26, 2021	Apr 23, 2021	-3	Bulk transfer	Ibd to ibd
EAGLE STRATEGIES LLC	OSAIC FS, INC.	Jul 5, 2018	Jul 2, 2018	-3	Firm change	Ibd to ibd
VALIC FINANCIAL ADVISORS, INC.	EAGLE STRATEGIES LLC	Mar 18, 2009	May 15, 2009	58	Firm change	Other
MML INVESTORS SERVICES, LLC	VALIC FINANCIAL ADVISORS, INC.	Mar 12, 2004	Mar 18, 2004	6	Firm change	Other

Relationships

Registered with (5)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Apr 23, 2021 to presentfactForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Jul 2, 2018 to Apr 26, 2021factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
May 15, 2009 to Jul 5, 2018factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 18, 2004 to Mar 18, 2009factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 18, 2002 to Mar 12, 2004factForm ADV

Dated events

No dated event names this entity yet.