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Managing Member, Chief Operating Officer and Founder · Uptick Partners, LLC

Taylor Pankratz

CRD 6508529 · Named on Form ADV at one SEC-registered adviser

At a glance

Uptick Partners, LLC, an SEC-registered wealth manager based in Nacogdoches, TX with $1.1 billion in regulatory assets, lists Taylor Pankratz on its Form ADV as Managing Member, Chief Operating Officer and Founder, a control person.

Firms and roles

  • Uptick Partners, LLCManaging Member, Chief Operating Officer and FounderWealth manager · Nacogdoches, TX · $1.1B in regulatory assets

AtlasMembers

Taylor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jason M. BarberManaging Member, Chief Executive Officer, Chief Compliance Officer and Founder, Uptick Partners, LLC
  • Steven W. BarberManaging Member, Chairman and Founder, Uptick Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Taylor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.