This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CANOPY WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jun 10, 1994

First registration

May 9, 2002

Dual registered

no

IAPD individual key

2480237

Graph

RIA / Wealth Management

Canonical id

dfx:ria:58212979-595f-347b-e61b-5a87dde3c71e

First observed

May 9, 2002

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.