TAYLOR AUTUMN ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. TAYLOR AUTUMN ANN appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CARDINAL POINT CAPITAL MANAGEMENT, ULC | OWNER | TORONTO, ON |
| — | Form ADV | GALVANIZE CLIMATE SOLUTIONS LLC | TRUSTEE OF THE STEYER/TAYLOR REVOCABLE TRUST | SAN FRANCISCO, CA |
| — | Form ADV | VANTAGE FINANCIAL GROUP, INC. | SENIOR VICE PRESIDENT/CHIEF OPERATIONS OFFICER/DIRECTOR | CLEVELAND, OH |
| — | Form ADV | CM WEALTH ADVISORS LLC | CHIEF COMPLIANCE OFFICER | BEACHWOOD, OH |
| — | Form ADV | TAYLOR K A ASSOCIATES INC | PRESIDENT | SAN DIEGO, CA |
| — | Form ADV | KEATS, CONNELLY & ASSOCIATES, INC | CEO | PHOENIX, AZ |
| — | Form ADV | CENTURYLINK INVESTMENT MANAGEMENT COMPANY | QWEST EVP-CHIEF HR OFFICER, QAM BOARD MEMBER | DENVER, CO |
| — | Form ADV | PEOPLES FIRST FINANCIAL SERVICES, INC | OWNER | ROSEMONT, PA |
| — | Form ADV | CARDINAL POINT WEALTH MANAGEMENT, LLC | MEMBER | IRVINE, CA |
| — | Form ADV | CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC | CHIEF OPERATING OFFICER | IRVINE, CA |