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Patricia Conry Taylor

Managing Member / Chief Compliance OfficerInsight Strategic Wealth LLCCRD 5544427

About Patricia Conry Taylor

Patricia Conry Taylor is listed as Managing Member / Chief Compliance Officer at Insight Strategic Wealth LLC in Knoxville, TN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Insight Strategic Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patricia Conry Taylor work?

Patricia Conry Taylor is listed as Managing Member / Chief Compliance Officer at Insight Strategic Wealth LLC on SEC Form ADV.

How much of Insight Strategic Wealth LLC does Patricia Conry Taylor own?

Form ADV reports a beneficial ownership band of Over 75%.

Insight Strategic Wealth LLC

TitleManaging Member / Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010
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