Sherry Jo Taylor

Current Employers

Employment History

• 11/2006 → Present
  Various Insurance Carriers
  Orange, CA
• 12/1968 → Present
  Sherry Taylor
  Orange, CA
• 04/2012 → 04/2018
  Orange County Children'S Therapeutic Arts Center
  Santa Ana, CA
• 11/2012 → 11/2017
  Girard Securities Inc.
  San Diego, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2006 → Present
  Newcastle Financial Advisors
  Orange, CA
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  Orange, CA
• 08/2020 → Present
  The Ameriflex Group, Inc.
  Orange, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Orange, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2017-01-21 → 2020-11-28
  Newcastle Financial Advisors
  Orange, CA
  Fullerton, CA
• 2017-11-01 → 2020-08-13
  Cetera Wealth Services, Llc
  Orange, CA
  Fullerton, CA
• 2013-02-20 → 2017-11-01
  Girard Securities, Inc.
  Orange, CA
  Fullerton, CA
• 2007-03-20 → 2012-11-20
  Waddell & Reed
  Irvine, CA

Other Businesses

1) SHERRY J TAYLOR, SOLE PROPRIETOR, 1045 W. Katella Ave., Suite 220, Orange CA 92867, 12/2005, Owner, Insurance/Benefits/Human Resources, NIR, 2 HR/MO, 2 HR/MO TRADING. 2) THE AMERIFLEX GROUP, 8475 W Sunset Rd., Suite 101, Las Vegas NV 89113, 08/2020, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 3) NEWCASTLE FINANCIAL ADVISORS, 1045 W. Katella Ave., Suite 220, Orange CA 92867, 02/2015, Owner, DBA Name, INV REL, 160 HR/MO, 80 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-19

Other Names

• Sherry Jo Dowe
• Sherry Jo Jones
• Sherry Jo Carson
• Sherry Taylor