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Current Employers
Tayloe Financial Services, Llc

601 Chelsea Road Suite 4, Trent Woods, NC 28562 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2007-10-25
  • NC RA
    APPROVED
    Since 2007-10-25

Branch Locations

601 Chelsea Road Suite 4, Trent Woods, NC 28562 • United States

416B Pollock Street, New Bern, NC 28560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Corp New Bern NC 03/2003 Present
Tayloe Financial Services New Bern NC 09/2007 Present
  • 03/2003 → Present
    Linsco/Private Ledger Corp
    New Bern, NC
  • 09/2007 → Present
    Tayloe Financial Services
    New Bern, NC
Previous Registrations
Other Businesses

INCOME TAX PREPARATION AS A PART OF BUSINESS SERVICES OFFERED BY TAYLOE FINANCIAL SERVICES, LLC. THIS INCLUDES TAX PREPARATION FOR INDIVIDUALS AND COUPLES; FORM 1040 WITH RELATED FORMS AND SCHEDULES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-10
  • S66 Uniform Combined State Law Examination
    2003-06-10
Designations

View on SEC IAPD

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