Best Investors Account Sign in
Current Employers
Canopy Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-10
MI RA APPROVED 2022-05-10
  • TX RA
    APPROVED_RES
    Since 2024-11-10
  • MI RA
    APPROVED
    Since 2022-05-10

Branch Locations

380 N Old Woodward Ave Suite 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
Bbb Industries Allen Park MI 05/2017 08/2017
Michigan Bucks Pontiac MI 05/2018 08/2018
Canopy Wealth Management Southfield MI 05/2019 08/2019
Weber Inc Palatine IL 06/2021 09/2021
Canopy Wealth Management Birmingham MI 03/2022 Present
Canopy Wealth Management Birmingham MI 03/2022 Present
N/A Bloomington IN 05/2015 04/2017
N/A Allen Park MI 09/2017 04/2018
N/A Pontiac MI 09/2018 04/2019
N/A Southfield MI 09/2019 05/2021
N/A Palatine IL 10/2021 02/2022
  • 05/2017 → 08/2017
    Bbb Industries
    Allen Park, MI
  • 05/2018 → 08/2018
    Michigan Bucks
    Pontiac, MI
  • 05/2019 → 08/2019
    Southfield, MI
  • 06/2021 → 09/2021
    Weber Inc
    Palatine, IL
  • 03/2022 → Present
    Birmingham, MI
  • 03/2022 → Present
    Birmingham, MI
  • 05/2015 → 04/2017
    N/A
    Bloomington, IN
  • 09/2017 → 04/2018
    N/A
    Allen Park, MI
  • 09/2018 → 04/2019
    N/A
    Pontiac, MI
  • 09/2019 → 05/2021
    N/A
    Southfield, MI
  • 10/2021 → 02/2022
    N/A
    Palatine, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-25
  • S65 Uniform Investment Adviser Law Examination
    2022-04-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Birmingham, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor