Canopy 360 Wealth LLC
Legal Name: CANOPY 360 WEALTH, LLC
112 EAST FORT KING STREET, OCALA, FL
(352) 369-1120
http://www.canopy-360.com
Frequently Asked Questions (FAQ)
Full Contact Details
Canopy 360 Wealth LLC
112 EAST FORT KING STREET, OCALA, FL
(352) 369-1120
Other Info
Canopy 360 Wealth LLC is a successful limited liability company, employing five individuals, three of which serve in advisory roles. Although the exact number of clients served is unknown, their SEC status is reported as approved, with a registration date of June 25, 2018.
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Direct Owners
-
LANCE MONTGOMERY POWERS
CHIEF COMPLIANCE OFFICER owns less than 5%
-
LINDSAY FINANCIAL SERVICES, LLC
PARTNER owns more than 25% but less than 50%
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POWERS WEALTH MANAGEMENT, LLC
PARTNER owns more than 50% but less than 75%
Indirect Owners
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JAMIE GUMP LOSITO
MEMBER
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LANCE MONTGOMERY POWERS
MEMBER owns 75% or more
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RUSSELL CLAY LINDSAY
MEMBER owns 75% or more