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.
Feed of 09/15/2026
Also filed as Katrina Ann Cannon
At current firm
7 y
since Sep 19, 2018
In the industry
17 y
since Feb 25, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince Sep 19, 2018 · Hanover, Pa
- Independent Financial Partners BD affiliatedNov 8, 2010 to Nov 1, 2018 · York, Pa
- Nrp Advisors, Inc. unclassifiedJul 15, 2010 to Dec 1, 2010 · York, Pa
- Morgan Stanley wirehouseJun 1, 2009 to Jul 15, 2010 · Gettsyburg, Pa
- Citigroup Global Markets Inc. BD affiliatedMar 10, 2009 to Jun 1, 2009 · Gettsyburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Onedigitalleft Nov 1, 2018, registered Sep 19, 2018 (-43 days) · Other · moved with a team
- Nrp Advisors, Inc. to Independent Financial Partnersleft Dec 1, 2010, registered Nov 8, 2010 (-23 days) · corporate re-registration, not a move
- Morgan Stanley to Nrp Advisors, Inc.left Jul 15, 2010, registered Jul 15, 2010 (0 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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
- Institutional managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address