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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
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 Wealth Management Services, Llc | Winston Salem | NC | 11/2022 | 07/2026 |
| Private Client Services, Llc | Winston Salem | NC | 11/2022 | 07/2026 |
| Cannon & Company, Llp | Winston-Salem | NC | 03/2015 | Present |
| Farther | Winston-Salem | NC | 07/2026 | Present |
1) Cannon & Company LLP. 2160 Country Club Road, Winston-Salem, NC 27104. Full service accounting firm offering both income tax and assurance services.Partner/client relationship management, staff management and administrative duties. 160-180 hrs/mo; 160 during trading hrs. 2) Private Client Services; Investmerelated; 2225 Lexington Rd, Louisville KY 40206; Broker-Dealer; Registered Rep; Start date 11/1/2022; 2hrs per month; monitor investment portfolios for my clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
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