Taylor A. Macdonald
Professional summary
Taylor Anne Macdonald, who also goes by Taylor A Flood, Taylor Anne Flood, Taylor Flood, is a registered financial professional currently at CANACCORD GENUITY LLC located in Boston, Massachusetts.
Taylor is registered as a RR (Registered Representative) and started their career in finance in 2008. Taylor has worked at 9 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Taylor Anne Macdonald's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2023 - Present
CANACCORD GENUITY LLC
Office #1: 1 Post Office Square 30th Floor, Boston, MA 02109May 11, 2022 - December 14, 2022
CADARET, GRANT & CO., INC.
August 22, 2018 - May 17, 2022
LPL FINANCIAL LLC
February 4, 2016 - August 3, 2018
SIGNATOR INVESTORS, INC.
October 19, 2015 - February 3, 2016
FIFTH THIRD SECURITIES, INC.
September 23, 2013 - July 17, 2015
W&S BROKERAGE SERVICES, INC.
February 7, 2013 - August 30, 2013
NEXT FINANCIAL GROUP, INC.
February 21, 2012 - January 28, 2013
OSAIC FA, INC.
December 19, 2008 - January 28, 2013
OSAIC FS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2023)
(1/10/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Nasdaq ISE, LLC
Nasdaq Stock Market
Current Firm
CANACCORD GENUITY LLC
CRD#: 1020 / SEC#: , 8-3271
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CANACCORD ADAMS (DELAWARE) INC. | PARENT | |
| ANDERSON, SCOTT WINFREE | CHIEF COMPLIANCE OFFICER | 5800524 |
| BARLOW, JEFFREY GRIFFIN | CHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE DIRECTOR | 2277052 |
| DAVIAU, DANIEL JOSEPH | NON- EXECUTIVE DIRECTOR | 6096472 |
| MACFAYDEN, DONALD DUNCAN | EXECUTIVE DIRECTOR, CFO & FINANCIAL & OPERATIONS PRINCIPAL | 5390198 |
| PARDI SQUITIERI, JENNIFER ELLEN | EXECUTIVE DIRECTOR | 4922719 |
| PROUD, EMILY PRESSMAN | CHIEF OPERATING OFFICER | 5815542 |
| TEIPNER, LARISSA KYLE | US GENERAL COUNSEL |
Disclosures
| Regulatory Event | 45 |
| Bond | 1 |
Red Flags
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Company Information
CANACCORD GENUITY LLC
CRD#: 1020Boston, MA 02109TRUST BUT VERIFY
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