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Current Employers
Cannon Financial Strategists, Inc.

649-8 South Milledge Ave, Athens, GA 30605 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-31
GA RA APPROVED 2011-07-26
  • TX RA
    APPROVED_RES
    Since 2021-03-31
  • GA RA
    APPROVED
    Since 2011-07-26

Branch Locations

649-8 South Milledge Ave, Athens, GA 30605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cannon Financial Strategists, Inc. Athens GA 06/2010 Present
Cannon Securities, Inc. Athens GA 10/2010 Present
Previous Registrations
  • 2015-11-30 → 2015-12-31
    J.R. Cole & Associates, Inc
    Athens, GA
Other Businesses

1) Cannon Financial Strategists, Inc; Investment related; 649-8 S. Milledge Ave. Athens, GA 30605; Retirement plan consulting and administration; individual advisory services, Insurance and fixed annuity, CCO/CEO; 02/28/2011; 160 hrs per month; 130 hrs during trading; General vision, regulatory compliance, staff development, retirement plan consulting, sales, and marketing. 2) Cannon Securities, Inc.; Investment related; 649-6 S. Milledge Ave. Athens, GA 30605; plan administration; CEO/CCO/AMLCO/Executive Representative; 10/11/2010; 12hrs per month; 12 hrs during trading; General vision and regulatory compliance. 3) Affinity Home Lending, LLC; Non- investment related; 84 Church St., Suite A, Marietta, GA 30064; Georgia Mortgage Brokerage Firm; Minority Owner; 4/2014; 2 hours per month; 0 hrs during trading; Owner and general vision as a minority owner (member). 4) CFS Realco, LLC; Non- Investment related; 649-8 S. Milledge Ave.; Real estate Holding Co.; Owner; 06/11/2018; 0 hrs per month; 0 hrs during trading; Owner. 5) Vixon Capital, LLC; 11/2023; Non-investment related; Investment holding company; Managing Member; 2 hours/month; 2 hours during trading hours; Review investments held by the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-22
S63 Uniform Securities Agent State Law Examination 2011-01-19
  • S65 Uniform Investment Adviser Law Examination
    2011-07-22
  • S63 Uniform Securities Agent State Law Examination
    2011-01-19

View on SEC IAPD

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