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.
Advisor moves
Arrivals at Cannon Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cormac Kevin Lynch | Florida Financial Advisors, LLC BD affiliated | Cannon Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Jun 3, 2026 (41 d) |
| Robert Bryan Cannon | Advisory Services Network independent RIA | Cannon Advisors independent RIA | RIA to RIA | Jun 25, 2018 | Jun 26, 2018 |
| Barbara Ann Bell | Advisory Services Network independent RIA | Cannon Advisors independent RIA | RIA to RIA | Jun 25, 2018 | Jun 26, 2018 |
| Michael Robert Boykin | Advisory Services Network independent RIA | Cannon Advisors independent RIA | RIA to RIA | Jun 25, 2018 | Jun 26, 2018 |
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4 moves match.