David R. Cannon

DAVID RHODES CANNON, C.P.A.

FRISCO, TX 75034

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CRD#: 5104844

Professional summary

David Rhodes Cannon is a registered financial advisor currently at DAVID RHODES CANNON, C.P.A., LLC located in Frisco, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

David Rhodes Cannon is the owner and an accountant with David Rhodes Cannon, C.P.A., LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rhodes Cannon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 17, 2023 - Present

DAVID RHODES CANNON, C.P.A., LLC

Office #1: 6160 Warren Parkway Suite 100, Frisco, TX 75034

RIA

CRD#: 327314

FRISCO, TX

Past

November 27, 2017 - February 23, 2023

CAIN, WATTERS & ASSOCIATES, LLC

RIA

CRD#: 111521

PLANO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2017

Uniform Investment Adviser Law Examination

Current Firm

DAVID RHODES CANNON, C.P.A., LLC

CRD#: 327314 / SEC#:

Texas

Registered Investment Advisory firm - (8/17/2023 Approved)

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Contact information

Main Address

6160 Warren Parkway Suite 100, Frisco, TX 75034

Mailing Address

Phone number

(469) 740-1261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David R. Cannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rhodes Cannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVID RHODES CANNON, C.P.A., LLC

CAIN, WATTERS & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2017

Current Firm

DAVID RHODES CANNON, C.P.A., LLC

Contact information

Documents

Red Flags

Company Information

DAVID RHODES CANNON, C.P.A., LLC

TRUST BUT VERIFY

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