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601 Chelsea Road Suite 4, Trent Woods, NC 28562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-10-25 |
Branch Locations
601 Chelsea Road Suite 4, Trent Woods, NC 28562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | New Bern | NC | 03/2003 | Present |
| Tayloe Financial Services | New Bern | NC | 09/2007 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-10 |
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