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Kieran Cannon

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Media, PA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-16
  • PA RA
    APPROVED
    Since 2022-11-16

Branch Locations

300 W State St, Media, PA 19063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Efficient Advisors, Llc Philadelphia PA 08/2016 08/2018
Ameriprise Financial Services, Inc Conshohocken PA 08/2018 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 10/2022 Present
Wells Fargo Advisors Conshohocken PA 12/2015 05/2017
Beacon Bridge Wealth Partners Conshohocken PA 08/2018 03/2022
Bank Of America N.A. Conshohocken PA 12/2022 Present
  • 08/2016 → 08/2018
    Efficient Advisors, Llc
    Philadelphia, PA
  • 08/2018 → Present
    Ameriprise Financial Services, Inc
    Conshohocken, PA
  • 10/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Conshohocken, PA
  • 12/2015 → 05/2017
    Wells Fargo Advisors
    Conshohocken, PA
  • 08/2018 → 03/2022
    Beacon Bridge Wealth Partners
    Conshohocken, PA
  • 12/2022 → Present
    Bank Of America N.A.
    Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-09
  • S66 Uniform Combined State Law Examination
    2020-12-09
Other Names
  • Kieran Brian Cannon
  • Kieran Brian Cannon
  • Kieran B Cannon

View on SEC IAPD

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Other Offices

EDWARD JONES · MEDIA, PA
EDWARD JONES · MEDIA, PA
OBRIEN GREENE & CO INC · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
STONE PINE FINANCIAL PARTNERS · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
CBIZ INVESTMENT ADVISORY SERVICES, LLC · MEDIA, PA
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