Rory Patrick Cannon

Current Employers

Employment History

• 11/2014 → 01/2018
  Charles Schwab & Co., Inc.
  Redmond, WA
• 11/2014 → 01/2018
  Charles Schwab Bank
  Redmond, WA
• 01/2018 → 05/2019
  U.S. Bancorp Investments, Inc.
  Coos Bay, OR
• 06/2019 → 03/2022
  Fidelity Brokerage Services, Llc
  Seattle, WA
• 03/2022 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2019-06-18 → 2022-03-23
  Fidelity Personal And Workplace Advisors
  Seattle, WA
• 2018-01-16 → 2019-05-31
  U.S. Bancorp Investments, Inc.
  Florence, OR
  Drain, OR
  Roseburg, OR
  North Bend, OR
  Roseburg, OR
  Brookings, OR
  Coos Bay, OR
  Myrtle Creek, OR
• 2014-11-13 → 2018-01-16
  Charles Schwab & Co., Inc.
  Eugene, OR
  Redmond, WA
• 2013-08-26 → 2014-01-16
  Morgan Stanley
  Oakland, CA

Other Businesses

RENTAL PROPERTY POSITION: Property Owner/Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 32850 NE 195 Street, Duvall WA 98019, United States DESCRIPTION: General property management duties SAGIENT FINANCIAL GROUP, LLC POSITION: Salaried Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2024 ADDRESS: 3900 E. Valley Rd, Ste 202, Renton WA 98057, United States DESCRIPTION: I provide Financial Professional services to Tremper & Roper (DBA for Lincoln business). Tremper & Roper Position: Agent Nature: Insurance (fixed annuity) Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 6/5/2026 Address: 900 SW 16th St Ste 215 Renton, WA 98057 Description: Meeting with clients to assess insurance and retirement income needs, recommending and placing fixed annuity contracts with approved insurance carriers outside the Lincoln Investment platform, completing suitability documentation, and providing ongoing service to annuity contract holders.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-26

Other Names

• Rory Patrick Cannon
• Rory Cannon