Matthew David Hearn

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  Cannon And Company, Llp
  Winston Salem, NC
• 12/2012 → 11/2022
  Lpl Financial
  Winston Salem, NC
• 11/2022 → 07/2026
  Cannon Wealth Management Services, Llc
  Winston Salem, NC
• 11/2022 → 07/2026
  Private Client Services, Llc
  Winston Salem, NC
• 07/2026 → Present
  Farther
  Winston Salem, NC

Previous Registrations

• 2022-11-02 → 2026-07-22
  Cannon Wealth Management Services
  Winston Salem, NC
• 2012-12-12 → 2022-11-10
  Lpl Financial Llc
  Winston-Salem, NC
  San Diego, CA
  Winston Salem, NC
• 2012-02-16 → 2012-12-17
  1St Global Advisors Inc
  Winston Salem, NC
• 2009-01-02 → 2012-02-21
  Raymond James Financial Services Advisors, Inc
  King, NC
• 2007-12-18 → 2009-01-02
  Raymond James Financial Services, Inc.
  Winston-Salem, NC
  Lexington, NC
  King, NC
• 2007-02-08 → 2007-12-18
  Edward Jones
  Winston Salem, NC
  King, NC

Other Businesses

1) Cannon & Co, LLP; 2160 Country Club Road, Winston Salem, NC 27104; CPA Firm; Tax Planner/Advisor; Start date 2/15/2012; 20% of my total time, 10% during trading hours; Run tax projections and advise clients on tax savings strategies in accorance with current law 2) Independent Insurance Agent; not investment-related; started 2002; approximately 2 hours per month, 0 hours during securities trading hours. 3) Rover-dog sitting; non-securities related; Mountain, NC 27041; dog sitting; 1099 contractor, 2024, 0 hours. 4) Method To My Money, Inc. Method To My Money exists to promote faith-based financial education for individuals and families of all backgrounds. President-host classes, write and record educational materials, and offer one-one-one counselling from a biblical perspective. 20 hrs/mo; 0 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-25
• S63 Uniform Securities Agent State Law Examination
  2004-08-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew Hearn