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Inactive

Cara Cannon

Captrust

Wayne, PA

Conshohocken, PA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-17
  • PA RA
    APPROVED
    Since 2024-06-17

Branch Locations

724 West Lancaster Avenue Suite 210, Wayne, PA 19087 • United States

Conshohocken, PA • 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
Purshe Kaplan Sterling Investments Albany NY 10/2013 03/2019
Insight Advisors, Llc Newtown PA 09/2013 03/2019
Capfinancial Securities Llc Raleigh NC 06/2020 05/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 06/2020 Present
Glenmede Trust Company Philadelphia PA 04/2019 03/2020
  • 10/2013 → 03/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2013 → 03/2019
    Insight Advisors, Llc
    Newtown, PA
  • 06/2020 → 05/2024
    Capfinancial Securities Llc
    Raleigh, NC
  • 06/2020 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 04/2019 → 03/2020
    Glenmede Trust Company
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-27
  • S66 Uniform Combined State Law Examination
    2015-02-27
Other Names
  • Cara M. Cannon
  • Cara Cannon
  • Cara Maria Cannon

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
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TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

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