Patrick David Taylor

Current Employers

Employment History

• 06/1983 → Present
  Patrick D. Taylor
  Metairie, LA
• 09/2009 → Present
  Lpl Financial Llc
  Metairie, LA
• 05/2012 → Present
  Strategic Financial Concepts, Llc
  Metairie, LA

Previous Registrations

• 2009-02-10 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Metairie, LA
  Boston, MA
  Metairie, LA
• 2007-02-15 → 2008-06-27
  American General Securities Incorporated
  Metairie, LA

Other Businesses

(1) 11/13/2009 - DBA ONLY - BENEFIT PLANNING GROUP - METAIRIE, LA. (2)11/20/2009 - NON-VARIABLE INSURANCE - BENEFIT PLANNING GROUP - SELL FIXED LIFE INSURANCE PRODUCTS, HEALTH INSURANCE, DISABILITY AND DENTAL INSURANCE AND FIXED ANNUITIES. - TIME SPENT 50% - METAIRIE, LA. (3) 12/1/2009 - NON-VARIABLE INSURANCE - FIXED INSURANCE BUSINESS - UNDER MY PATRICK D. TAYLOR INSURANCE LICENSE THROUGH THE STATE OF LOUISIANA I HAVE AGENTS THAT ARE CONTRACTED TO SELL FIXED LIFE, ANNUITY AND HEALTH INSURANCE PRODUCTS. THIS BUSINESS IS NOT CONDUCTED UNDER MY DBA OF BENEFIT PLANNING GROUP. - TIME SPENT 15% - METAIRIE, LA. (4) 12/24/2009 - REAL ESTATE RENTAL - PMA REAL ESTATE PARTNERS, INC. - OWNER. THIS IS A SINGLE PROPERTY LLC THAT OWNS MY OFFICE BUILDING. I DON'T HAVE ANY TENANTS, HOWEVER THE TWO REPRESENTATIVES IN MY OFFICE PAY ME A SMALL RENTAL AMOUNT EVERY MONTH. - PROPERTY MANAGEMENT, COMMENCED 12/2004, LLC, 50/50 WITH SPOUSE OWNERSHIP. - TIME SPENT 1% - METAIRIE, LA. (5) 5/16/2012 - REGISTERED INVESTMENT ADVISOR - STRATEGIC FINANCIAL CONCEPTS - TIME SPENT 5% - METAIRIE, LA (6) 05/13/2013 - NATIONAL FINANCIAL ALLIANCE - NON-VARIABLE INSURANCE - I AM ON THE ADVISORY BOARD OF NATIONAL FINANCIAL ALLIANCE, LLC AND REPRESENT THEM WHEN SELLING LIFE INSURANCE, ANNUITIES, SECURITIES PRODUCTS AND ADVISORY PRODUCTS. - 50% OF TIME SPENT - METAIRIE, LA (7) 07/12/2013 - NFA WEALTH MANAGEMENT - MARKETING FOR SECURITIES AND FEE BASED BUSINESS. I PROVIDE INVESTMENT ADVICE THAT INCLUDES FEE BASED AND FEE ONLY. - 10% OF TIME SPENT - METAIRIE, LA (8) 11/29/2013 - BENEFIT PLANNING GROUP HEALTH INSURANCE - NON-VARIABLE INSURANCE - BENEFIT PLANNING GROUP HEALTH INSURANCE: I WILL BE SELLING HEALTH INSURANCE. - BENEFIT PLANNING GROUP HEALTH INSURANCE - TIME SPENT 20% - METAIRIE, LA (9) 8/22/2018 - PMA Real Estate, LLC - Investment Related - Metairie, LA - Real Estate Rental - Start Date:07/19/2018 - 0 Hours Per Month/0 Hours During Trading. (10) 5/2/2019 - Benefit Planning Group Insurance & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2016 - 160 Hours Per Month/160 Hours During Securities Trading. (11) 12/10/2019 - PMA Real Estate, LLC - Investment Related - 2817 Athania Parkway, Metairie, LA 70002 - Real Estate Rental - Started 08/01/2019 - 1 Hour Per Month/0 Hours During Securities Trading. (12) 09/16/2021 - DPT High End Medical Billing and Collections, LLC - Not Investment Related - 1145 Tallow Tree Drive, Mandeville, LA 70448 - Business Entity For Tax/Investment Purposes Only - Start Date: 08/08/2021 - 2 Hours Per Month/0 Hours During Securities Trading. (13) 07/08/2022 - Benefit Planning Group LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-03-02
• S65 Uniform Investment Adviser Law Examination
  2007-01-16