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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-01-09 |
Branch Locations
10101 Reunion Place Ste 360, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Financial Group | San Antonio | TX | 10/2005 | Present |
| Mml Investors Services, Llc | San Antonio | TX | 05/2007 | Present |
NAME: PATRICK M TAYLOR INV REL: Y ADD: 10101 REUNION PL STE 360 SAN ANOTNIO TX 78216 NATURE: LIFE, DI, LTC INSURANCE POSITION: FINANCAL ADVISOR START DATE: 12/17/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 3 (2) NAME: PATRICK M TAYLOR INV REL: Y ADD: RESIDENTIAL NATURE: A BUSINESS COACHING AND STRATEGIC PLANNING FIRM ENGAGED IN BUSINESS COACHING AND GOAL-SETTING SERVICES PROVIDED TO BUSINESS OWNERS POSITION: OWNER, FOUNDER START DATE: 12/01/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 3 DUTIES: PROVIDING GOAL SETTING AND BUSINESS COACHING SERVICES TO BUSINESS OWNERS TO MAXIMIZE THE POTENTIAL OF THEIR BUSINESSES. AREAS OF COACHING WILL INCLUDE STRATEGIC AND ORGANIZATIONAL PLANNING; LEADERSHIP DEVELOPMENT; BUSINESS IMPROVEMENT THROUGH COACHING ON STRUCTURAL, SOCIAL, HUMAN AND CUSTOMER CAPTIAL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
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