# TAYLOR AUTUMN ANN

TAYLOR AUTUMN ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 10 filing roles across Form ADV (10).

## Filings (10)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CARDINAL POINT CAPITAL MANAGEMENT, ULC](https://search.stillhousedata.com/firm/140619) | OWNER | TORONTO, ON |
| — | Form ADV | [GALVANIZE CLIMATE SOLUTIONS LLC](https://search.stillhousedata.com/firm/316994) | TRUSTEE OF THE STEYER/TAYLOR REVOCABLE TRUST | SAN FRANCISCO, CA |
| — | Form ADV | [VANTAGE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/105950) | SENIOR VICE PRESIDENT/CHIEF OPERATIONS OFFICER/DIRECTOR | CLEVELAND, OH |
| — | Form ADV | [CM WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/119467) | CHIEF COMPLIANCE OFFICER | BEACHWOOD, OH |
| — | Form ADV | [TAYLOR K A ASSOCIATES INC](https://search.stillhousedata.com/firm/106296) | PRESIDENT | SAN DIEGO, CA |
| — | Form ADV | [KEATS, CONNELLY & ASSOCIATES, INC](https://search.stillhousedata.com/firm/148884) | CEO | PHOENIX, AZ |
| — | Form ADV | [CENTURYLINK INVESTMENT MANAGEMENT COMPANY](https://search.stillhousedata.com/firm/107084) | QWEST EVP-CHIEF HR OFFICER, QAM BOARD MEMBER | DENVER, CO |
| — | Form ADV | [PEOPLES FIRST FINANCIAL SERVICES, INC](https://search.stillhousedata.com/firm/113518) | OWNER | ROSEMONT, PA |
| — | Form ADV | [CARDINAL POINT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/151579) | MEMBER | IRVINE, CA |
| — | Form ADV | [CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC](https://search.stillhousedata.com/firm/316266) | CHIEF OPERATING OFFICER | IRVINE, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.