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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-13 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
104 W. Dalton Road, King, NC 27021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cannon & Company, Llp | King | NC | 01/1998 | Present |
| Lpl Financial Llc | King | NC | 12/2012 | 11/2022 |
| Cannon Wealth Management Services, Llc | Winston Salem | NC | 11/2022 | 07/2026 |
| Private Client Services, Llc | King | NC | 11/2022 | 07/2026 |
| Father | King | NC | 07/2026 | Present |
1) Independent Insurance Agent; not investment-related; approximately 7 hours per month, 7 hours during securities trading hours. 2) Cannon & Company, LLP. 2160 Country Club Road, Winston-Salem, NC 27104. CPA firm. Partner. 90 hrs/mo; 90 during trading hrs. 3) King Professional Center, LLC; Investment related; PO Box 330, King NC 27021; Real Estate Rental; 1/3 owner; 1hr per month; all outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
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