Cannon Charles Wray

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2015 → Present
  Advisor Group
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-08-11 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2015-08-11 → 2019-12-06
  Woodbury Financial Services, Inc.
  Phoenix, AZ
  Oakdale, MN
• 2015-08-11 → 2019-12-06
  Fsc Securities Corporation
  Phoenix, AZ
  Atlanta, GA
• 2011-06-13 → 2015-06-16
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2011-01-31 → 2011-05-23
  D.A. Davidson & Co.
  Moscow, ID

Exams

• S66 Uniform Combined State Law Examination
  2011-01-28