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104 Se 1St Avenue Suite B, Ocala, FL 34471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canopy 360 Wealth, Llc | Ocala | FL | 11/2022 | Present |
| Stay - At - Home Parent | Morriston | FL | 07/2012 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
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