John David Cervellera

Employer firm

Canopy 360 Wealth, LLC CRD 296771

$383M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 04/2018
  Campus Usa Credit Union
  Jonesville, FL
• 09/2014 → 04/2018
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2018 → 02/2022
  Southeast Trust
  Ocala, FL
• 02/2022 → Present
  Canopy 360
  Ocala, FL

Previous Registrations

• 2014-11-13 → 2018-04-06
  Cuna Brokerage Services, Inc.
  Ocala, FL
  The Villiages, FL
  Summerfield, FL
  Ocala, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-14
• S66 Uniform Combined State Law Examination
  2014-11-06

Other Names

• John Cervellera