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649-8 South Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cannon Securities, Inc. | Athens | GA | 08/2011 | Present |
| Cannon Financial Strategists, Inc. | Athens | GA | 08/2011 | Present |
1) Cannon Financial Strategists, Inc.; Investment related; 649-8 S. Milledge Ave. Athens, GA 30605; Investment Advisor Representative for individuals and retirement plans insurance and fixed annuity sales, plan administration; 8/2011 - 9/2020 President; 9/2020 CIO; 140 hrs per month; 140 hrs during trading; Plan administration, design, and implement insurance programs, prepare and review RFP's. 2) Cannon Securities, Inc.; Investment related; 649-6 S. Milledge Ave. Athens, GA 30605; Registered representative for individuals and retirement plans; Registered representative; 08/03/2011; 60 hrs per month; 60 hrs during trading; Plan administration, design, and implement. 3) CFS Realco, LLC; Investment related; 649-8 S. Milledge Ave. Athens, GA 30605; Real estate holding company; Owner; 06/11/2018; 0 hrs per month; 0 hrs during trading; Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-12 |
| S66 | Uniform Combined State Law Examination | 2003-10-31 |
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