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8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
| WI | RA | APPROVED | 2025-06-23 |
Branch Locations
8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowling Green State University | Bowling Green | OH | 08/2016 | 08/2020 |
| Terpco, Inc. | Barberton | OH | 05/2020 | 11/2022 |
| Kax Media | Kalamazoo | MI | 11/2022 | 06/2025 |
| Canopy Wealth Management | Middleton | WI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
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