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RIA / WealthAdvisorCertified Financial Planner30 years in industry

ROBERT BRYAN CANNON

Advisor at CANNON ADVISORS

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:733f4c58-3db9-03c3-6ad2-b8c8c8a1b7d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CANNON ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 25, 1996
First registration: Oct 24, 2005
Dual registered: no
IAPD individual key: 2748195

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CANNON ADVISORS	Independent wealth	Jun 26, 2018	n/a	yes	CHARLOTTE, NC	Current employment
ADVISORY SERVICES NETWORK	Independent wealth	Jun 4, 2015	Jun 25, 2018	no	CHARLOTTE, NC\|ATLANTA, GA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jan 12, 2010	Jun 4, 2015	no	CHARLOTTE, NC	Previous registration
QUEENS OAK ADVISORS	Former SEC adviser	Sep 3, 2009	Jan 22, 2010	no	CHARLOTTE, NC	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 3, 2009	Sep 3, 2009	no	MIAMI, FL	Previous registration
STANFORD GROUP COMPANY	n/a	Nov 16, 2007	Mar 13, 2009	no	CHARLOTTE, NC	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	May 15, 2007	Nov 19, 2007	no	CHARLOTTE, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 24, 2005	May 18, 2007	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORY SERVICES NETWORK	CANNON ADVISORS	Jun 25, 2018	Jun 26, 2018	1	Firm change	RIA to RIA
AVANTAX ADVISORY SERVICES	ADVISORY SERVICES NETWORK	Jun 4, 2015	Jun 4, 2015	0	Firm change	Other
QUEENS OAK ADVISORS	AVANTAX ADVISORY SERVICES	Jan 22, 2010	Jan 12, 2010	-10	Firm change	Other
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	QUEENS OAK ADVISORS	Sep 3, 2009	Sep 3, 2009	0	Firm change	Other
STANFORD GROUP COMPANY	CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Mar 13, 2009	Apr 3, 2009	21	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	STANFORD GROUP COMPANY	Nov 19, 2007	Nov 16, 2007	-3	Firm change	Other
WELLS FARGO ADVISORS	MORGAN KEEGAN & COMPANY, LLC	May 18, 2007	May 15, 2007	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
146051:293929:GA:2018-06-25	Jun 25, 2018	Jun 26, 2018	ATLANTA, GA	Firm change
104556:146051:NC:2015-06-04	Jun 4, 2015	Jun 4, 2015	CHARLOTTE, NC	Firm change

Relationships

Registered with (8)

→ CANNON ADVISORSRegistered adviserregistration: current employment
Jun 26, 2018 to presentfactForm ADV
→ ADVISORY SERVICES NETWORKRegistered adviserregistration: previous registration
Jun 4, 2015 to Jun 25, 2018factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 12, 2010 to Jun 4, 2015factForm ADV
→ QUEENS OAK ADVISORSRegistered adviserregistration: previous registration
Sep 3, 2009 to Jan 22, 2010factForm ADV
→ CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 3, 2009 to Sep 3, 2009factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Nov 16, 2007 to Mar 13, 2009factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
May 15, 2007 to Nov 19, 2007factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 24, 2005 to May 18, 2007factForm ADV

Dated events

No dated event names this entity yet.