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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 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
2160 Country Club Road, Winston Salem, NC 27104 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cannon And Company, Llp | Winston Salem | NC | 02/2012 | Present |
| Lpl Financial | Winston Salem | NC | 12/2012 | 11/2022 |
| Cannon Wealth Management Services, Llc | Winston Salem | NC | 11/2022 | 07/2026 |
| Private Client Services, Llc | Winston Salem | NC | 11/2022 | 07/2026 |
| Farther | Winston Salem | NC | 07/2026 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-19 |
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