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Lance Montgomery Powers

Chief Compliance OfficerCanopy 360 Wealth, LLCCRD 5607722

About Lance Montgomery Powers

Lance Montgomery Powers is listed as Chief Compliance Officer at Canopy 360 Wealth, LLC in Ocala, FL. Form ADV reports a beneficial ownership band of Under 5%. Lance Montgomery Powers is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Canopy 360 Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lance Montgomery Powers work?

Lance Montgomery Powers is listed as Chief Compliance Officer at Canopy 360 Wealth, LLC on SEC Form ADV.

How much of Canopy 360 Wealth, LLC does Lance Montgomery Powers own?

Form ADV reports a beneficial ownership band of Under 5%.

Canopy 360 Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
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Canopy 360 Wealth, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2018
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