Michelle Lyn Cannan

Current Employers

Employment History

• 02/2013 → 10/2017
  Donegal Securities, Inc.
  Wellesley, MA
• 02/2013 → 09/2017
  Kraematon Group
  Wellesley, MA
• 10/2017 → 09/2018
  Cadaret, Grant & Co., Inc.
  Rochester, NY
• 09/2018 → 02/2024
  Lpl Financial Llc
  Rochester, NY
• 02/2024 → Present
  Modern Wealth Management
  Lenexa, KS

Previous Registrations

• 2021-08-03 → 2024-03-13
  Lpl Financial Llc
  Rochester, NY
  Fort Mill, SC
  Rochester, NY

Other Businesses

1. 1/7/2020 - Modern Wealth Business - Non-Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Member - Start Date: 10/2017 - less than 5 Hours Per Month during securities trading hours. 0 hours per month outside of securities trading hours. 2. The Workplace Convergence Focus Group-Non Investment Related-Broadridge, 99 High Street, Boston, MA 02110- The Focus Group is formed to drive collaboration and innovation among broker-dealers, Registered Investment Advisors (RIAs), bank-trusts, recordkeepers, and other industry participants. Its goal is to enhance the delivery of personalized investment education, advice, and workplace benefits by identifying strategies, improving efficiencies, and delivering better client outcomes. Focus Group Member- Start Date-3-11-2026-1 Hour per quarter- 0 hours per month outside of securities trading hours. Participate in discussions and collaboration efforts focused on improving industry processes, identifying strategic opportunities, and contributing insights to support better outcomes for advisors and clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-21
• S63 Uniform Securities Agent State Law Examination
  2006-09-12

Other Names

• Michelle Lyn Ross