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1294 Se 24Th Rd., Ocala, FL 34471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canopy 360 Wealth, Llc | Ocala | FL | 03/2023 | 07/2025 |
| James Moore & Co. | Ocala | FL | 11/2021 | 02/2023 |
| Canopy 360 Wealth, Llc | Ocala | FL | 10/2018 | 11/2021 |
| Forest High School / Ocala Gold Club | Ocala | FL | 09/2017 | 08/2021 |
| Keiser University | Ocklawaha | FL | 04/2017 | 09/2017 |
| Adios Golf Club | Coconut Creek | FL | 10/2016 | 04/2017 |
| Keiser University | West Palm Beach | FL | 06/2016 | 10/2016 |
| Canopy 360 Wealth, Llc | Ocala | FL | 07/2025 | Present |
| Golden Reed Wealth Management, Llc | Ocala | FL | 02/2026 | Present |
| Golden Reed Insurance Solutions, Llc | Ocala | FL | 02/2026 | Present |
INSURANCE SALES; INVESTMENT-RELATED; OCALA, FL; INSURANCE AGENT; 2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. Golden Reed Insurance Solutions, LLC; Ocala, FL; Investment Related; Fixed Insurance Sales; Managing Member/Insurance Agent; Started 02/2026; Approximately 10% of time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-17 |
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