Eric Matthew Cannon

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-07-07
TX	RA	APPROVED	2026-07-07

OK RA
APPROVED

Since 2026-07-07
TX RA
APPROVED

Since 2026-07-07

Branch Locations

3001 Dallas Parkway Suite 550, Frisco, TX 75034 • 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

Organization	City	State	From	To
Capital Advisors, Inc.	Tulsa	OK	03/2012	06/2026
Minshall & Co., Inc.	Tulsa	OK	04/2012	09/2017
Quasar Distributors, Llc	Milwaukee	WI	01/2018	12/2018
Corient	Dallas	TX	06/2026	Present

03/2012 → 06/2026

Capital Advisors, Inc.

Tulsa, OK
04/2012 → 09/2017

Minshall & Co., Inc.

Tulsa, OK
01/2018 → 12/2018

Quasar Distributors, Llc

Milwaukee, WI
06/2026 → Present

Corient

Dallas, TX

Previous Registrations

2012-03-30 → 2026-07-17

Capital Advisors, Inc.

Frisco, TX

Tulsa, OK

Frisco, TX

Frisco, TX

Other Businesses

Owner of Soccer Genius, a company which helps provides measurement computation for youth soccer development - non investment related - operates out of home - about 20 hours per month (none during trading hours) - started Nov 2013

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-28
S63	Uniform Securities Agent State Law Examination	1999-08-19

S65 Uniform Investment Adviser Law Examination

2012-03-28
S63 Uniform Securities Agent State Law Examination

1999-08-19

View on SEC IAPD