TP
Taylor Pankratz
CRD 6508529
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Uptick Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Uptick Partners, Llc
Managing Member, Chief Operating Officer And Founder · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗