LM
Lance Montgomery Powers
CRD 5607722
Firms
| Firm | Role | As of |
|---|---|---|
| Canopy 360 Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Canopy 360 Wealth, Llc
Member · 75% or more · Feb 2024
-
Canopy 360 Wealth, Llc
Chief Compliance Officer · Less than 5% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗