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2108 South Boulevard Suite 200, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-06-26 |
Branch Locations
2108 South Boulevard Suite 200, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Service Network, Llc | Atlanta | GA | 01/2016 | 06/2018 |
| Cannon Advisors, Inc. | Charlotte | NC | 06/2018 | Present |
| Cannon Tax & Accounting, Inc | Charlotte | NC | 01/2016 | 04/2020 |
| Regulus Advisors, Llc | Charlotte | NC | 12/2015 | 03/2024 |
| Cannon Advisors, Inc. | Charlotte | NC | 12/2017 | 06/2018 |
| Cannon Sales, Inc. | Charlotte | NC | 01/2016 | 12/2017 |
1): Name of the Business: N/A; Investment Related: Y; Address of the other business: 2108 South Boulevard, Suite 200, Charlotte, NC, 28203; Nature of the Business: licensed agent for life, fixed annuity and disability insurance sales; Start Date: 01/2016; # of hours/month devoted to the other business: Less than 1 hour per month; # of hours/month devoted to other business during trading hours: Less than 1 hour per month; Duties related: life, health, LTC, fixed annuity and disability insurance recommendations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-12 |
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