Lance Victor Cannon

Current Employers

Employment History

• 11/2014 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 11/2017 → 06/2018
  Unemployed
  Ridgefield, WA
• 06/2018 → 10/2021
  Allstate Insurance Company
  Vancouver, WA
• 01/2022 → 07/2023
  Bank Of The West
  Portland, OR
• 01/2022 → 07/2023
  Bancwest Investment Services, Inc.
  Portland, OR
• 07/2023 → 07/2026
  Lpl Financial Llc
  Lake Oswego, OR
• 07/2023 → 07/2026
  Bmo Bank Na
  Lake Oswego, OR
• 07/2024 → Present
  Rental Property
  Wichita, KS
• 07/2024 → Present
  Loose Cannon
  Pratt, KS
• 07/2026 → Present
  Cwm, Llc, Dba Carson Wealth
  Lake Oswego, OR
• 07/2026 → Present
  Cwm, Llc, Dba Carson Partners
  Lake Oswego, OR
• 07/2026 → Present
  Cwm, Llc Dba Carson Group Holdings
  Lake Oswego, OR
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2023-07-19 → 2026-08-03
  Lpl Financial Llc
  Portland, OR
  Yakima, WA
  Newport, OR
  Portland, OR
  Lincoln City, OR
  Milwaukie, OR
  Portland, OR
  Meridian, ID
  Saint Helens, OR
  Ketchum, ID
  Beaverton, OR
  Milwaukie, OR
  Portland, OR
  Gresham, OR
  Seattle, WA
  Newport, OR
  Beaverton, OR
  Portland, OR
  The Dalles, OR
  Saint Helens, OR
  Lake Oswego, OR
  Oregon City, OR
  Portland, OR
  Pendleton, OR
  Beaverton, OR
  Tacoma, WA
  Beaverton, OR
  Vancouver, WA
  Lake Oswego, OR
  Tualatin, OR
  Portland, OR
  Vancouver, WA
  Toledo, OR
  Portland, OR
  Lincoln City, OR
  Ketchum, ID
  Nampa, ID
  Boise, ID
  Forest Grove, OR
  Portland, OR
  Beaverton, OR
  Saint Helens, OR
  Portland, OR
  Newport, OR
  Portland, OR
  Toledo, OR
  Milwaukie, OR
  Pendleton, OR
  Vancouver, WA
  Ridgefield, WA
  Lincoln City, OR
  Portland, OR
  Tacoma, WA
  The Dalles, OR
  Kennewick, WA
  Seattle, WA
  Pasco, WA
• 2022-01-21 → 2023-07-19
  Bancwest Investment Services, Inc.
  Nampa, ID
  Beaverton, OR
  The Dalles, OR
  Seattle, WA
  Portland, OR
  Portland, OR
  Beaverton, OR
  Portland, OR
  Meridian, ID
  Saint Helens, OR
  Tacoma, WA
  Lake Oswego, OR
  Ketchum, ID
  Boise, ID
  Portland, OR
  Portland, OR
  Vancouver, WA
  Beaverton, OR
  Lake Oswego, OR
  Newport, OR
  Oregon City, OR
  Toledo, OR
  Tualatin, OR
  Milwaukie, OR
  Forest Grove, OR
  Lincoln City, OR
  Pendleton, OR
  Gresham, OR
• 2018-07-06 → 2021-12-15
  Allstate Financial Advisors, Llc
  Lacey, WA
  Vancouver, WA
  Bothell, WA
• 2016-10-19 → 2017-11-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
  Seattle, WA
  Portland, OR
  New York, NY
• 2006-10-04 → 2006-11-03
  Securian Financial Services, Inc.
  Millcreek, WA
  St Paul, MN
• 2005-08-10 → 2005-09-09
  Lpl Financial Llc
  San Diego, CA
• 1997-01-31 → 2004-11-19
  Metlife Investment Fund Services Llc
  East Brunswick, NJ

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC, DBA CARSON WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING BROKERAGE AND ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: LOOSE CANNON INVESTMENT RELATED: NO ADDRESS: PRATT, KS 97124 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: .1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY THAT I OWN WITH MY DAUGHTER. PROPERTY IS PROFESSIONALLY MANAGED BY A 3RD PARTY; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PLANNING AND FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: .40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: TO SERVE THE PLANNING AND FINANCIAL SERVICES NEEDS OF CLIENTS; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/1990 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: CWM, LLC, DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISER START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: TO SERVE THE PLANNING AND FINANCIAL SERVICES NEEDS OF CLIENTS; 6. NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: WICHITA, KS 67211 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: .2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 7. NAME OF OTHER BUSINESS: DEATH VALLEY MOTORSPORTS INVESTMENT RELATED: NO ADDRESS: RIDGEFIELD, WA 98642 NATURE OF BUSINESS: POWERSPORT'S DEALERSHIP START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: .3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP MY SONE INTERPRET FINANCIAL STATEMENTS AND ACCOUNTING PRACTICES FOR HIS BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2016-10-18
• S65 Uniform Investment Adviser Law Examination
  1995-05-13
• S63 Uniform Securities Agent State Law Examination
  1990-03-27