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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-30 |
| WA | RA | APPROVED | 2009-09-08 |
Branch Locations
505 S 336Th St Ste 320 Cannon Wealth Management, Llc, Federal Way, WA 98003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tacoma | WA | 09/2009 | Present |
1. 07/29/2010- NON-VARIABLE INSURANCE, I HOLD A WASHINGTON STATE INSURANCE LICENSE AND, AS CLIENTS NEEDS DICTATE, I WILL OFFER/SELL CLIENTS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM INSURANCE, 5%. 2. 08/03/2010 - CANNON WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 05/01/13 - ACT IN A FIDUCIARY CAPACITY - MICHELE CANNON, MY DAUGHTER, AND HER THREE CHILDREN: MAX BESSLER, ALEXANDRA BESSLER AND LEO BESSLER, MY GRANDCHILDREN - 2% OF TIME SPENT - TACOMA, WA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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