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James Park Taylor

Groundwork Wealth Management, LLC

Downingtown, PA

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Current Employers
Groundwork Wealth Management, Llc

131 Wallace Ave Suite 14, Downingtown, PA 19335 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-03-05
  • PA RA
    APPROVED
    Since 2014-03-05

Branch Locations

131 Wallace Ave Suite 14, Downingtown, PA 19335 • 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
Groundwork Wealth Management, Llc Exton PA 03/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-29
  • S66 Uniform Combined State Law Examination
    2004-04-29

View on SEC IAPD

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