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Joseph Scott Cannon

Oak Lane Advisors

Centerville, UT

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Current Employers
Oak Lane Advisors

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-02
  • S63 Uniform Securities Agent State Law Examination
    2003-06-02
Designations
Other Names
  • Joseph Scott Cannon
  • Joseph S Cannon

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