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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Canopy 360 Wealth, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |