TAYLOR, BERNARD

· CRD 162201 · IAPD ↗ · 44 7377557255

$334.1MRegulatory AUM

1Advisory reps

1Employees

2Clients

n/aPlanning clients

0Private funds

0States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

March 2024 — TAYLOR, BERNARD (location n/a) left the SEC roster (was $334.1M RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.