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104 Se 1St Avenue Suite B, Ocala, FL 34471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canopy 360 Wealth, Llc | Ocala | FL | 01/2026 | Present |
| Canopy 360 Wealth, Llc | Ocala | FL | 05/2024 | 12/2025 |
| Canopy 360 Wealth, Llc | Ocala | FL | 05/2023 | 05/2024 |
| Seminole Legacy Golf Club | Ocala | FL | 12/2020 | 05/2023 |
| Greiner Mens Clothing | Ocala | FL | 05/2017 | 07/2020 |
| Student | Tallahassee | FL | 01/2015 | 05/2017 |
| Student | Tallahassee | FL | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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