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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••••• B•••• C•••••

C••••• A•••••••independent RIACharlotte, NcIA-onlyIAPD 2748195

Certified Financial Planner

Feed of 09/14/2026

At current firm

8 y

since Jun 26, 2018

In the industry

30 y

since Jul 25, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CEO/Chief Portfolio Strategistreportedcannonadvisors.comfirm site, Sep 16, 2026
Designations: CFPreportedcannonadvisors.comas printed on the bio page, Sep 16, 2026
Professional profile: cannonadvisors.com/team/r-bryan-cannonreportedcannonadvisors.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••• A••••••• independent RIA current
since Jun 26, 2018 · Charlotte, Nc
A••••••• S••••••• N•••••• independent RIA
Jun 4, 2015 to Jun 25, 2018 · Charlotte, Nc
A•••••• A••••••• S••••••• former
Jan 12, 2010 to Jun 4, 2015 · Charlotte, Nc
Q••••• O•• A••••••• former
Sep 3, 2009 to Jan 22, 2010 · Charlotte, Nc
C•••••• G••••••• W••••• M••••••••• L•• former
Apr 3, 2009 to Sep 3, 2009 · Miami, Fl
S••••••• G•••• C•••••• unclassified
Nov 16, 2007 to Mar 13, 2009 · Charlotte, Nc
M••••• K••••• • C••••••• L•• former
May 15, 2007 to Nov 19, 2007 · Charlotte, Nc
W•••• F•••• A••••••• wirehouse
Oct 24, 2005 to May 18, 2007 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

A••••••• S••••••• N•••••• to C••••• A•••••••
left Jun 25, 2018, registered Jun 26, 2018 (1 days) · RIA to RIA · moved with a team
A•••••• A••••••• S••••••• to A••••••• S••••••• N••••••
left Jun 4, 2015, registered Jun 4, 2015 (0 days) · Other · moved with a team
Q••••• O•• A••••••• to A•••••• A••••••• S•••••••
left Jan 22, 2010, registered Jan 12, 2010 (-10 days) · Other
C•••••• G••••••• W••••• M••••••••• L•• to Q••••• O•• A•••••••
left Sep 3, 2009, registered Sep 3, 2009 (0 days) · Other
S••••••• G•••• C•••••• to C•••••• G••••••• W••••• M••••••••• L••
left Mar 13, 2009, registered Apr 3, 2009 (21 days) · Other
M••••• K••••• • C••••••• L•• to S••••••• G•••• C••••••
left Nov 19, 2007, registered Nov 16, 2007 (-3 days) · Other
W•••• F•••• A••••••• to M••••• K••••• • C••••••• L••
left May 18, 2007, registered May 15, 2007 (-3 days) · Other

Signals

No dated event on this person.

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: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address