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John David Cervellera

Canopy 360 Wealth, LLC

Ocala, FL

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Current Employers
Canopy 360 Wealth, Llc

104 Se 1St Avenue Suite B, Ocala, FL 34471 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-28
  • FL RA
    APPROVED
    Since 2022-04-28

Branch Locations

104 Se 1St Avenue Suite B, Ocala, FL 34471 • 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
Campus Usa Credit Union Jonesville FL 04/2013 04/2018
Cuna Brokerage Services, Inc. Waverly IA 09/2014 04/2018
Southeast Trust Ocala FL 04/2018 02/2022
Canopy 360 Ocala FL 02/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
S66 Uniform Combined State Law Examination 2014-11-06
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14
  • S66 Uniform Combined State Law Examination
    2014-11-06
Other Names
  • John Cervellera

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
OSAIC WEALTH, INC. · Ocala, FL
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ocala, FL
EQUITABLE ADVISORS, LLC · OCALA, FL
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PFS INVESTMENTS INC. · OCALA, FL

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