Joseph Scott Cannon

Employer firm

Oak Lane Advisors CRD 140612

$446M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Oak Lane Advisors

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2014-01-23

UT RA
APPROVED

Since 2014-01-23

Branch Locations

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Wealth Navigation Llc	Salt Lake City	UT	11/2013	Present
Arete Wealth Management Llc	Schaumburg	IL	11/2013	03/2020

11/2013 → Present

Wealth Navigation Llc

Salt Lake City, UT
11/2013 → 03/2020

Arete Wealth Management Llc

Schaumburg, IL

Previous Registrations

2008-08-11 → 2013-10-31

Northwestern Mutual Investment Services, Llc

Clearfield, UT

Farmington, UT

Other Businesses

WN INSURANCE GROUP: INSURANCE; AGENT. JSC INVESTMENTS: RENTAL PROPERTIES; OWNER. SCOTT CANNON INC: CORPORATION TO FLOW INSURANCE SALES COMMISSIONS THROUGH; OWNER.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-06-02

S63 Uniform Securities Agent State Law Examination

2003-06-02

Designations

Certified Financial Planner

Other Names

Joseph Scott Cannon
Joseph S Cannon

View on SEC IAPD