JP
James Park Taylor
CRD 4757208
Firms
| Firm | Role | As of |
|---|---|---|
| Groundwork Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Groundwork Wealth Management, Llc
Chief Compliance Officer And Managing Member · 75% or more · Jun 2014
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗