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David Rhodes Cannon

David Rhodes Cannon, C.P.A., LLC

Frisco, TX

CRD 5104844

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Employer firm

David Rhodes Cannon, C.p.a., LLC CRD 327314

$64.2K regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ACCOUNTING SERVICES, SOLICITOR

From the firm’s Form ADV. Read the guides:

Current Employers
David Rhodes Cannon, C.P.A., Llc

6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-17
  • TX RA
    APPROVED
    Since 2023-08-17

Branch Locations

6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cain Watters & Associates, Llc Plano TX 09/2015 02/2023
David Rhodes Cannon, Cpa, L.L.C. Frisco TX 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-16
  • S65 Uniform Investment Adviser Law Examination
    2017-09-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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