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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles W Taylor, Cpa | Lexington | NC | 01/2004 | 07/2019 |
| Penn Mutual Life Ins Co | Lexington | NC | 06/2007 | Present |
| Hornor Townsend And Kent, Inc | Lexington | NC | 06/2007 | Present |
| Taylor & Parsley, Cpas, Pllc | Lexington | NC | 07/2019 | Present |
1) NAVIGON FINANCIAL GROUP, INC., INVESTMENT-RELATED, 21 SUNRISE AVENUE, LEXINGTON, NC 27292, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: JANUARY 2006, NUMBER OF HOURS/MONTH: 10 OR LESS, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: SALES AND SERVICE OF FIXED LIFE AND ANNUITY INSURANCE. 2) TAYLOR TRAINING AND DEVELOPMENT, NOT INVESTMENT-RELATED, 21 SUNRISE AVENUE, LEXINGTON, NC 27292, CORPORATE TRAINING AND COACHING, OFFICER, START DATE: 07/01/1997, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: OFFICER/TREASURER, GENERAL REVIEW OF FINANCIAL DATA, NOT CHECK WRITING PRIVILEGES, DO NOT SOLELY MAKE ANY FINANCIAL DECISIONS. MY WIFE OWNS 100% OF THIS BUSINESS. 3) SUNRISE INVESTMENTS, NOT INVESTMENT-RELATED, 21 SUNRISE AVENUE, LEXINGTON, NC 27292, COMMERCIAL RENTAL PROPERTY, GENERAL PARTNER/OWNER, START DATE: 12/21/1992, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: MAINTAIN BOOKS, COLLECT RENT AND PROMOTE RENTAL ACTIVITY. 4) TRUIST LEXINGTON, NC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: ADVISORY BOARD MEMBER | ADDRESS: 209 N MAIN ST, LEXINGTON, NC 27292 | START DATE: 12/1/2018 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: REVIEW AND WORK WITH COMMUNITY INVOLVEMENT FOR | TRUIST OF LEXINGTON. THIS IS A NON-VOTING POSITION. 5) HUNEYCUTT, PARSLEY & TAYLOR CPAS, PLLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 21 SUNRISE AVE, LEXINGTON, NC 27292 | START DATE: 10/6/2022 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: GENERAL ACCOUNTING AND TAX CONSULTING, PREPARATION OF FINANCIAL STATEMENTS AND TAX RETURNS 6) CPA PRACTICE | DBA: PARSLEY & TAYLOR CPAS, PLLC | POSITION: Partner | NATURE: CPA Practice | INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2024 | ADDRESS: 418 W 5th Avenue, Lexington NC 27292 | DESCRIPTION: Accounting & Tax Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-04 |
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