# SALLY ANN TAYLOR

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CARDINAL POINT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/316266) | 2021-12-23 | 2022-10-12 | — |
| [CARDINAL POINT CAPITAL MANAGEMENT, ULC](https://search.stillhousedata.com/firm/140619) | 2020-03-11 | present | Yes |
| [CARDINAL POINT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/151579) | 2020-03-11 | 2021-11-01 | — |
| [KEATS, CONNELLY & ASSOCIATES, INC](https://search.stillhousedata.com/firm/148884) | 2009-02-13 | 2020-01-31 | — |
| [CROSS BORDER TAX & ACCOUNTING, LLC](https://search.stillhousedata.com/firm/110874) | 2008-03-31 | 2011-10-21 | — |
| [KEATS CONNELLY AND ASSOCIATES INC.](https://search.stillhousedata.com/firm/110604) | 2007-10-15 | 2010-06-23 | — |
| [CM WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/119467) | 2005-12-12 | 2008-03-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4935024)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4935024.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.