John Russell Taylor

Current Employers

Financial Concepts Unlimited, Inc.

Centreville, MD • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2009-02-25
MD	RA	APPROVED	2002-07-25

TX RA
APPROVED

Since 2009-02-25
MD RA
APPROVED

Since 2002-07-25

Branch Locations

Centreville, MD • 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

Organization	City	State	From	To
Financial Concepts Unlimited, Inc	Annapolis	MD	01/2001	Present
Purshe Kaplan Sterling Investments	Albany	NY	05/2012	Present
Ctax Partners Llc	Scottsdale	AZ	06/2016	10/2016

01/2001 → Present

Financial Concepts Unlimited, Inc

Annapolis, MD
05/2012 → Present

Purshe Kaplan Sterling Investments

Albany, NY
06/2016 → 10/2016

Ctax Partners Llc

Scottsdale, AZ

Other Businesses

1. FINANCIAL CONCEPTS UNLIMITED; INVESTMENT RELATED; SEE REGISTERED BRANCH OFFICE LOCATION; CHIEF EXECUTIVE OFFICER, START DATE: 6-1-2011 140 HR+/MO - INSURANCE AS AN AGENT AND INVESTMENT ADVISORY SERVICES PROVIDED AS AN INVESTMENT ADVISER REPRESENTATIVE - RUN OPERATIONS AND COMPLIANCE OF THE COMPANY. 2. Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 5/12/2012. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-01-07
S63	Uniform Securities Agent State Law Examination	2000-06-12

S66 Uniform Combined State Law Examination

2002-01-07
S63 Uniform Securities Agent State Law Examination

2000-06-12

Other Names

John Russell Taylor
John Russell Taylor

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