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Tatyana E. Kozlovska

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 2023-07-25
  • FL RA
    APPROVED
    Since 2023-07-25

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canopy 360 Wealth, Llc Ocala FL 11/2022 Present
Stay - At - Home Parent Morriston FL 07/2012 10/2022
  • 11/2022 → Present
    Ocala, FL
  • 07/2012 → 10/2022
    Stay - At - Home Parent
    Morriston, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-16
  • S65 Uniform Investment Adviser Law Examination
    2023-03-16

View on SEC IAPD

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