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Frederick Haas Moosherr

Canopy Wealth Management

Birmingham, MI

Middleton, WI

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Current Employers
Canopy Wealth Management

8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-06
MI RA APPROVED 2025-07-25
TX RA APPROVED 2025-07-25
  • NY RA
    APPROVED
    Since 2026-08-06
  • MI RA
    APPROVED
    Since 2025-07-25
  • TX RA
    APPROVED
    Since 2025-07-25

Branch Locations

380 N. Old Woodward Unit 290, Birmingham, MI 48009 • United States

8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Na MI 05/2015 01/2020
Deloitte New York NY 01/2020 05/2020
Mour Inc. Birmingham MI 05/2020 04/2022
Luma Language Inc. Charlevoix MI 04/2022 03/2023
Hebbia New York NY 03/2023 04/2025
Canopy Wealth Management Birmingham MI 04/2025 07/2025
Canopy Wealth Management Birmingham MI 08/2025 Present
  • 05/2015 → 01/2020
    Student
    Na, MI
  • 01/2020 → 05/2020
    Deloitte
    New York, NY
  • 05/2020 → 04/2022
    Mour Inc.
    Birmingham, MI
  • 04/2022 → 03/2023
    Luma Language Inc.
    Charlevoix, MI
  • 03/2023 → 04/2025
    Hebbia
    New York, NY
  • 04/2025 → 07/2025
    Canopy Wealth Management
    Birmingham, MI
  • 08/2025 → Present
    Canopy Wealth Management
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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