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WHAT DOES CANNON WEALTH MANAGEMENT SERVICES, LLC (“CANNON”) DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number and income
Account balances and transaction history
Investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

How? All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Cannon chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Cannon share? Can you limit this sharing?

For our everyday business purposes—

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Does Cannon Share? Yes

Can you limit this sharing? No

For our marketing purposes—

to offer our products and services to you

Does Cannon Share? Yes

Can you limit this sharing? No

For joint marketing with other financial companies

Does Cannon Share? No

Can you limit this sharing? We don’t share

For our affiliates’ everyday business purposes—

information about your transactions and experiences

Does Cannon Share? No

Can you limit this sharing? We don’t share

For our affiliates’ everyday business purposes—

information about your creditworthiness

Does Cannon Share? No

Can you limit this sharing? We don’t share

For nonaffiliates to market to you

Does Cannon Share? No

Can you limit this sharing? We don’t share

Who we are

Who is providing this notice?

Cannon Wealth Management Services, LLC

What we do

How does Cannon protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Cannon collect my personal information? We collect your personal information, for example, when you

open an account or give us your income information
tell us about your portfolio or deposit money
enter into an investment advisory contract

Why can’t I limit all sharing?

Federal law gives you the right to limit only

sharing for affiliates’ everyday business purposes—information about your creditworthiness
affiliates from using your information to market to you
sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Cannon does not share with our affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Cannon does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Cannon does not jointly market.

Other important information

For CA residents: We will not share personal information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account. You may limit our sharing of such information with affiliates by contacting us as set forth above.

For VT residents: We will not share personal information we collect about you with nonaffiliated third parties or affiliates, except as permitted by law, including, for example, with your consent or to service your account.

WHAT DOES CANNON WEALTH MANAGEMENT SERVICES, LLC (“CANNON”) DO WITH YOUR PERSONAL INFORMATION?

Why?

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number and income

Account balances and transaction history

Investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

How? All financial companies need to share customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Cannon chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Cannon share? Can you limit this sharing?

For our everyday business purposes—

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Does Cannon Share? Yes

Can you limit this sharing? No

For our marketing purposes—

to offer our products and services to you

Does Cannon Share? Yes

Can you limit this sharing? No

For joint marketing with other financial companies

Does Cannon Share? No

Can you limit this sharing? We don’t share

For our affiliates’ everyday business purposes—

information about your transactions and experiences

Does Cannon Share? No

Can you limit this sharing? We don’t share

For our affiliates’ everyday business purposes—

information about your creditworthiness

Does Cannon Share? No

Can you limit this sharing? We don’t share

For nonaffiliates to market to you

Does Cannon Share? No

Can you limit this sharing? We don’t share

Who we are

Who is providing this notice?

Cannon Wealth Management Services, LLC

What we do

How does Cannon protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Cannon collect my personal information? We collect your personal information, for example, when you

open an account or give us your income information

tell us about your portfolio or deposit money

enter into an investment advisory contract

Why can’t I limit all sharing?

Federal law gives you the right to limit only

sharing for affiliates’ everyday business purposes—information about your creditworthiness

affiliates from using your information to market to you

sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Cannon does not share with our affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Cannon does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Cannon does not jointly market.

Other important information

For VT residents: We will not share personal information we collect about you with nonaffiliated third parties or affiliates, except as permitted by law, including, for example, with your consent or to service your account.