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Patricia Quinby Taylor

Insight Strategic Wealth LLC

Knoxville, TN

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Current Employers
Insight Strategic Wealth Llc

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2011-01-04
  • TN RA
    APPROVED
    Since 2011-01-04

Branch Locations

10107 Sherrill Blvd, Knoxville, TN 37932 • 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
Insight Strategic Wealth Llc Knoxville TN 01/2010 Present
Conry-Taylor & Morrow Cpas Pc Knoxville TN 06/1988 01/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-01
  • S65 Uniform Investment Adviser Law Examination
    2010-12-01
Designations
Other Names
  • Patricia Alison Quinby
  • Patricia Quinby Peterman
  • Patricia Quinby Conry
  • Patricia Conry Taylor

View on SEC IAPD

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GARY J MORRIS
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JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

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