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RIA / WealthAdvisorCertified Financial Planner31 years in industry

CHARLES STEWART CANNON

Advisor at WEALTH WATCH ADVISORS, INC

Tigard, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74fd1821-d170-6042-61fe-b3a5bc46dfed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2002 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: WEALTH WATCH ADVISORS, INC
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: Dec 5, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 5, 1994
First registration: Nov 18, 2002
Dual registered: no
IAPD individual key: 2562943

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
WEALTH WATCH ADVISORS, INC	Independent wealth	Oct 28, 2024	n/a	yes	Tigard, OR	Current employment
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Jul 21, 2022	Jun 26, 2023	no	MARIETTA, GA\|TIGARD, OR	Previous registration
AEGIS WEALTH MANAGEMENT, INC.	Independent wealth	Dec 10, 2019	Oct 13, 2021	no	GUTHRIE CENTER, IA\|Tigard, OR	Previous registration
SPECIALIZED ADVISORS	Former SEC adviser	Jan 31, 2019	Oct 12, 2019	no	Tigard, OR\|DALLAS, TX	Previous registration
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	Oct 30, 2018	Jan 24, 2019	no	Tigard, OR\|TUCSON, AZ	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Mar 11, 2003	Dec 20, 2006	no	LAKE OSWEGO, OR	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Nov 18, 2002	Apr 14, 2003	no	LAKE OSWEGO, OR	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
IMPACT PARTNERSHIP WEALTH, LLC	WEALTH WATCH ADVISORS, INC	Jun 26, 2023	Oct 28, 2024	490	Firm change after gap	RIA to RIA
AEGIS WEALTH MANAGEMENT, INC.	IMPACT PARTNERSHIP WEALTH, LLC	Oct 13, 2021	Jul 21, 2022	281	Firm change	RIA to RIA
SPECIALIZED ADVISORS	AEGIS WEALTH MANAGEMENT, INC.	Oct 12, 2019	Dec 10, 2019	59	Firm change	RIA to new firm
SECURE INVESTMENT MANAGEMENT, LLC	SPECIALIZED ADVISORS	Jan 24, 2019	Jan 31, 2019	7	Firm change	RIA to new firm
1ST GLOBAL ADVISORS INC	SECURE INVESTMENT MANAGEMENT, LLC	Dec 20, 2006	Oct 30, 2018	4,332	Firm change after gap	Other
SIGNATOR INVESTORS, INC.	1ST GLOBAL ADVISORS INC	Apr 14, 2003	Mar 11, 2003	-34	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
141195:299308:AZ:2019-01-24	Jan 24, 2019	Jan 31, 2019	TUCSON, AZ	Firm change

Relationships

Registered with (7)

→ WEALTH WATCH ADVISORS, INCRegistered adviserregistration: current employment
Oct 28, 2024 to presentfactForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Jul 21, 2022 to Jun 26, 2023factForm ADV
→ AEGIS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 10, 2019 to Oct 13, 2021factForm ADV
→ SPECIALIZED ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2019 to Oct 12, 2019factForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 30, 2018 to Jan 24, 2019factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Mar 11, 2003 to Dec 20, 2006factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Nov 18, 2002 to Apr 14, 2003factForm ADV

Dated events

Occurred
Jun 26, 2023
Advisor changed firm
Charles Stewart Cannon left Impact Partnership Wealth, Llc for Wealth Watch Advisors, Inc (registered 2024-10-28)
Form ADVobserved 5 days ago