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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-21 |
| NY | RA | APPROVED | 2023-06-02 |
Branch Locations
1037 East Putnam Ave, Riverside, CT 06878 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rudman Cannon Financial Advisors | New York | NY | 11/2010 | 06/2020 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 06/2020 | 04/2023 |
| Simplicity Wealth | Summit | NJ | 05/2023 | Present |
| Experity Wealth | Riverside | CT | 05/2023 | Present |
Cannon Wealth Solutions Inc; 1037 East Putnam Ave Riverside, CT, USA, 06878; Responsibilities/Duties: Agency for personal life insurance sales/producer; Position/Title - Owner/Insurance Agent; Start Date 01/12/2020; Investment Related: no; Hours per month devoted during trading hrs: 1; Hours per month devoted outside trading hrs: 0 Robert Cannon; 1037 East Putnam Ave Riverside, CT, USA, 06878; Responsibilities/Duties: Agency for personal life insurance sales/producer; Position/Title - Owner/Insurance Agent; Start Date 01/12/2020; Investment Related: no; Hours per month devoted during trading hrs: 1; Hours per month devoted outside trading hrs: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
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