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Inactive

Mordechai Taylor

Avantax Planning Partners, Inc.

Woodland Hills, CA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-30
  • CA RA
    APPROVED
    Since 2023-01-30

Branch Locations

5959 Topanga Canyon Blvd., Suite 335, Woodland Hills, CA 91367 • 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
Premier Accounting & Tax Services, Inc. Woodland Hills CA 10/2009 Present
Avantax Planning Partners, Inc. Woodland Hills CA 01/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-28
  • S65 Uniform Investment Adviser Law Examination
    2023-01-28

View on SEC IAPD

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