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Advisor at CANON ASSET MANAGEMENT ADVISORY, LLC
PARADISE VALLEY, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CANON ASSET MANAGEMENT ADVISORY, LLC | State registered | May 7, 2020 | n/a | yes | PARADISE VALLEY, AZ | Current employment |
| CANON ASSET MANAGEMENT ADVISORY, LLC | State registered | May 7, 2020 | Dec 31, 2024 | no | PARADISE VALLEY, AZ | Previous registration |
| MSH CAPITAL ADVISORS LLC | Independent wealth | Jan 4, 2017 | Sep 1, 2020 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Jul 10, 2013 | Jan 3, 2017 | no | Tempe, AZ|PHOENIX, AZ|MINNEAPOLIS, MN|MINNEAPOLIS, MN | Previous registration |
| BANC ONE SECURITIES CORPORATION | n/a | Jan 30, 2004 | Feb 3, 2006 | no | SHREVEPORT, LA|SHREVEPORT, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSH CAPITAL ADVISORS LLC | CANON ASSET MANAGEMENT ADVISORY, LLC | Sep 1, 2020 | May 7, 2020 | -117 | Firm change after gap | RIA to state RIA |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MSH CAPITAL ADVISORS LLC | Jan 3, 2017 | Jan 4, 2017 | 1 | Firm change | Other |
| BANC ONE SECURITIES CORPORATION | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Feb 3, 2006 | Jul 10, 2013 | 2,714 | Firm change after gap | Other |