# Shannon Taylor

Shannon Taylor is an investment adviser representative (IAR) with state registration records since 2007, appearing at 11 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-05-15 | present | Yes |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2024-04-19 | 2025-05-15 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2020-07-07 | 2024-04-18 | — |
| [SWBC INVESTMENT COMPANY](https://search.stillhousedata.com/firm/140994) | 2017-01-25 | 2020-06-12 | — |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2016-04-18 | 2016-10-21 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2013-12-17 | 2016-09-22 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2012-10-01 | 2013-01-25 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2012-05-21 | 2012-10-01 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2011-02-01 | 2012-05-21 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2007-11-16 | 2010-01-12 | — |
| [ADVISORS ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/46727) | 2007-03-13 | 2007-09-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5134857)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5134857.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.