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8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
380 N Old Woodward Unit 290, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Los Angeles | CA | 05/2015 | 01/2019 |
| Goodonya | Encinitas | CA | 01/2019 | 07/2019 |
| Club Pilates | Encinitas | CA | 07/2019 | 09/2019 |
| Red Effect Fitness | Encinitas | CA | 09/2019 | 01/2020 |
| Stretchlab | Solana Beach | CA | 01/2020 | 05/2020 |
| Unishippers | Ventura | CA | 08/2020 | 09/2020 |
| Better.cOm | Los Angeles | CA | 10/2020 | 04/2021 |
| Motivo | Los Angeles | CA | 04/2021 | 05/2021 |
| Capsule | West Hollywood | CA | 06/2021 | 11/2021 |
| Tebra/Kareo | Los Angeles | CA | 11/2021 | 09/2024 |
| Samsara | Los Angeles | CA | 09/2024 | 01/2025 |
| Canopy Wealth Management | Birmingham | MI | 04/2025 | 11/2025 |
| Canopy Wealth Management | Birmingham | MI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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