Best Investors Account Sign in

Taylor Angel Cann

LPl Financial LLC

West Warwick, RI

CRD 6423448

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-07-21
RI RA APPROVED 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21
  • RI RA
    APPROVED
    Since 2021-07-21

Branch Locations

1300 Division Rd Ste 201 Ste 201, West Warwick, RI 02893 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. West Warwick RI 11/2014 09/2017
Fresh Ground Garden Cafe Richmond RI 08/2014 09/2016
Various Insurance Carriers For W&R Insurance Agencies Hope Valley RI 04/2015 09/2017
All That Matters Wakefield RI 12/2015 09/2016
Moxie Photograph By Tc Hope Vally RI 10/2011 Present
Margaret Mary Koosa Hope Valley RI 04/2017 09/2017
Belpointe Asset Management, Llc Greenwich CT 09/2017 10/2017
Wild & Scenic, Inc. Wakefield RI 01/2016 01/2018
Janet Angel'S Airbnb Middletown RI 05/2016 12/2019
Earth Care Farm Llc Charlestown RI 09/2016 12/2017
The Alchemists Cumberland RI 09/2017 10/2017
The Garage Bay Exeter RI 12/2017 01/2018
Bjh Llc West Warwick RI 11/2017 01/2018
Waddell & Reed West Warwick RI 01/2018 07/2021
Various Insurance Carriers For W&R Insurance Agencies Warwick RI 01/2018 07/2021
Brea Hutchinson West Warwick RI 01/2018 Present
Golden Root, Inc. Wakefield RI 07/2015 Present
Bjh Llc West Warwick RI 11/2017 Present
Kd Cleaning Llc Warwick RI 01/2020 Present
Wild & Scenic Inc. Matunuck RI 01/2016 Present
Lpl Financial Llc West Warwick RI 07/2021 Present
  • 11/2014 → 09/2017
    Waddell & Reed, Inc.
    West Warwick, RI
  • 08/2014 → 09/2016
    Fresh Ground Garden Cafe
    Richmond, RI
  • 04/2015 → 09/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Hope Valley, RI
  • 12/2015 → 09/2016
    All That Matters
    Wakefield, RI
  • 10/2011 → Present
    Moxie Photograph By Tc
    Hope Vally, RI
  • 04/2017 → 09/2017
    Margaret Mary Koosa
    Hope Valley, RI
  • 09/2017 → 10/2017
    Greenwich, CT
  • 01/2016 → 01/2018
    Wild & Scenic, Inc.
    Wakefield, RI
  • 05/2016 → 12/2019
    Janet Angel'S Airbnb
    Middletown, RI
  • 09/2016 → 12/2017
    Earth Care Farm Llc
    Charlestown, RI
  • 09/2017 → 10/2017
    The Alchemists
    Cumberland, RI
  • 12/2017 → 01/2018
    The Garage Bay
    Exeter, RI
  • 11/2017 → 01/2018
    Bjh Llc
    West Warwick, RI
  • 01/2018 → 07/2021
    Waddell & Reed
    West Warwick, RI
  • 01/2018 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Warwick, RI
  • 01/2018 → Present
    Brea Hutchinson
    West Warwick, RI
  • 07/2015 → Present
    Golden Root, Inc.
    Wakefield, RI
  • 11/2017 → Present
    Bjh Llc
    West Warwick, RI
  • 01/2020 → Present
    Kd Cleaning Llc
    Warwick, RI
  • 01/2016 → Present
    Wild & Scenic Inc.
    Matunuck, RI
  • 07/2021 → Present
    West Warwick, RI
Previous Registrations
  • 2018-02-14 → 2021-07-21
    Waddell & Reed
    Hamden, CT
    West Warwick, RI
    West Warwick, RI
  • 2017-09-07 → 2017-10-26
    Hope Valley, RI
    Reno, NV
  • 2016-01-05 → 2017-09-14
    Waddell & Reed
    West Warwick, RI
Other Businesses

1) 2026-04-30 - Brian Sardelli - Outside/W-2 Employment - Y - 1 - 0 - Warwick RI - 2026-04-09 - reconcile business bank accounts and credit cards, provide reports as needed to accountant for Brian Sardelli/Rep ID OVMP 2) 2026-03-16 - DeCristo Designs LLC - Outside/W-2 Employment - N - 2 - 0 - Warwick RI - 2026-03-03 - Bookkeeping services including reconciling banks, credit cards and customer accounts. 3) 2026-01-22 - Show Pony LLC - Other - Bookkeeping - Y - 1 - 0 - at reported business location(s) - 2025-12-02 - 4) 2025-12-04 - Staghorn Gardening - Other - Bookkeeping - N - 1 - 0 - at reported business location(s) - 2025-12-02 - 5) 2025-08-20 - Regenerative Foodscapes - Other - BOOKKEEPING - N - 1 - 0 - at reported business location(s) - 2025-07-17 - 6) 2025-08-20 - Joanna Garden Designs LLC - Other - Bookkeeping - N - 2 - 0 - at reported business location(s) - 2025-07-17 - 7) 2025-08-20 - Sterling Earth LLC - Other - Bookkeeping - N - 1 - 0 - at reported business location(s) - 2025-07-17 - 8) 2025-08-20 - Dragonfly Gardens LLC - Other - Bookkeeping - N - 1 - 0 - at reported business location(s) - 2025-07-17 - 9) 2024-12-11 - Manton Avenue Project - Outside/W-2 Employment - N - 1 - 0 - My home address, work is done remote - 2024-07-03 -

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-05
  • S66 Uniform Combined State Law Examination
    2016-01-05
Other Names
  • Taylor Angel Cann
  • Taylor Cann

View on SEC IAPD

More in West Warwick, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor