SALLY ANN TAYLOR is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with CARDINAL POINT CAPITAL MANAGEMENT, ULC.
| Firm | From | To | Current |
|---|---|---|---|
| CARDINAL POINT WEALTH MANAGEMENT | 2021-12-23 | 2022-10-12 | — |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 2020-03-11 | present | Yes |
| CARDINAL POINT WEALTH MANAGEMENT, LLC | 2020-03-11 | 2021-11-01 | — |
| KEATS, CONNELLY & ASSOCIATES, INC | 2009-02-13 | 2020-01-31 | — |
| CROSS BORDER TAX & ACCOUNTING, LLC | 2008-03-31 | 2011-10-21 | — |
| KEATS CONNELLY AND ASSOCIATES INC. | 2007-10-15 | 2010-06-23 | — |
| CM WEALTH ADVISORS LLC | 2005-12-12 | 2008-03-04 | — |