DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Charles Stewart Cannon
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Oct 28, 2024
In the industry
31 y
since Dec 5, 1994 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Watch Advisors, Inc independent RIA currentsince Oct 28, 2024 · Tigard, Or
- Impact Partnership Wealth, LLC independent RIAJul 21, 2022 to Jun 26, 2023 · Marietta, Ga
- Aegis Wealth Management, Inc. independent RIADec 10, 2019 to Oct 13, 2021 · Guthrie Center, Ia
- Specialized Advisors formerJan 31, 2019 to Oct 12, 2019 · Tigard, Or
- Secure Investment Management, LLC independent RIAOct 30, 2018 to Jan 24, 2019 · Tigard, Or
- 1st Global Advisors Inc formerMar 11, 2003 to Dec 20, 2006 · Lake Oswego, Or
- Signator Investors, Inc. formerNov 18, 2002 to Apr 14, 2003 · Lake Oswego, Or
Moves
a registration end followed by a registration begin elsewhere
- Impact Partnership Wealth, LLC to Wealth Watch Advisors, Incleft Jun 26, 2023, registered Oct 28, 2024 (490 days) · RIA to RIA
- Aegis Wealth Management, Inc. to Impact Partnership Wealth, LLCleft Oct 13, 2021, registered Jul 21, 2022 (281 days) · RIA to RIA
- Specialized Advisors to Aegis Wealth Management, Inc.left Oct 12, 2019, registered Dec 10, 2019 (59 days) · RIA to a newly registered adviser
- Secure Investment Management, LLC to Specialized Advisorsleft Jan 24, 2019, registered Jan 31, 2019 (7 days) · RIA to a newly registered adviser · moved with a team
- 1st Global Advisors Inc to Secure Investment Management, LLCleft Dec 20, 2006, registered Oct 30, 2018 (4332 days) · Other
- Signator Investors, Inc. to 1st Global Advisors Incleft Apr 14, 2003, registered Mar 11, 2003 (-34 days) · Other
Signals
- Charles Stewart Cannon left Impact Partnership Wealth, Llc for Wealth Watch Advisors, Inc (registered 2024-10-28)Jun 26, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address