Disclosures

Copper Canyon LLC is a Registered Investment Advisor in Orlando, Florida. The firm is regulated by the Office of Financial Regulation, Division of Securities. More information can be found about Copper Canyon LLC CRD#286061, by visiting https://brokercheck.finra.org/ and typing Copper Canyon LLC into the search box

Outside Business Activity Disclosure

Dylan Quintilone offers tax preparation services outside of Copper Canyon LLC.

The business operates under the names Dylan Quintilone, EA and/or Quintilone Tax. This business is not investment related. The address of the business is 4700 Millenia Blvd Suite 175 Orlando, FL 32839.

This business provides tax preparation services for individuals and businesses. Dylan Quintilone dedicates approximately 8 hours a day to this business, Monday to Friday 9:00 am to 5:00 pm. Mr. Quintilone dedicates additional time on Saturday and Sunday when needed, Saturday from 11:00 am to 4:00 pm and Sunday 12:00pm to 3:00 pm. The business primarily operates from January to April, as this period aligns with tax filing season. The hours worked in this business are during market trading hours.

Mr. Quintilone operates Copper Canyon LLC and “Dylan Quintilone, EA/Quintilone Tax” simultaneously. Mr. Quintilone received less than 10% of his personal income from this business in 2022. It is expected that Mr. Quintilone will receive greater than 10% of his income from this business in 2023.

As of March 2022, Dylan Quintilone earned his Enrolled Agent Designation. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee.

The Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. The website for this business can be visited at www.dylanquintilone.com/ or www.quintilonetax.com/

At times, taxation and investment advice may overlap. Due to the nature of these businesses, Mr. Quintilone and Mr. Clay will clearly disclose when they are providing investment related services or tax related services. This disclosure will be provided in writing and verbally at the onset of the professional relationship.

Mr. Quintilone and Mr. Clay may provide tax advice to Copper Canyon LLC’s investment advisory clients on an informal basis and will clearly disclose to Copper Canyon LLC’s clients if they are providing tax related services outside of the Registered Investment Advisor business. This disclosure will be provided in writing or electronically.

When performing tax related services, Mr. Quintilone and Mr. Clay inform clients of “Dylan Quintilone, EA/Quintilone Tax” that investment advisory services are provided exclusively by Copper Canyon LLC, a state of Florida Registered Investment Advisor. If a client of “Dylan Quintilone, EA/Quintilone Tax” asks investment related questions, they are referred to engage Copper Canyon LLC.

When performing tax related services, if the nature of the tax question has an investment component and it can be answered in relation to the taxation ramifications for the specific client, it will be answered without referring to Copper Canyon LLC. When performing tax related services, “Dylan Quintilone, EA/Quintilone Tax” does not provide any advice that can be used to make investment decisions.

When performing tax related services, “Dylan Quintilone, EA/Quintilone Tax” client’s may ask questions about investment suitability or portfolio construction, in this scenario, the tax client is informed that in order to answer these questions, it is required to refer to Copper Canyon LLC and provide necessary disclosure via Form ADV Part 2A Brochure. In this scenario, the tax client can receive investment advice from Copper Canyon LLC and its investment advisors.
It is possible to engage Copper Canyon LLC for investment related services and not engage “Dylan Quintilone, EA/Quintilone Tax” for tax services.

At the same time, it is possible to engage “Dylan Quintilone, EA/Quintilone Tax” for tax related services and not engage Copper Canyon LLC for investment related services.

It is possible to engage Copper Canyon LLC for investment related services and engage an outside tax professional or service provider.

It is possible to engage “Dylan Quintilone, EA/Quintilone Tax” for tax related services and engage an outside investment professional or service provider for investment related services.

Outside Business Activity Disclosure For Paul Clay

As of 01/03/2022, Mr. Clay, has outside business activities. Mr. Clay receives compensation for his role as a General Manager at Priority Express Parcel in Orlando, Florida. Mr. Clay dedicates approximately 35 hours a week to this role and all of this time is during market hours. Mr. Clay receives an annual salary from Priority Express Parcel.

As of January 1st, 2022, Paul Clay owns 20% of DENRIC Inc. DENRIC Inc. is also known to do business as Priority Express Parcel. Mr. Clay is entitled to 20% of profits from the company. Mr. Clay dedicates approximately 5 hours a week to this role and all of this time is during market hours. This is not a publicly traded company and Mr. Clay’s shares are non-voting shares.

Mr. Clay derives 95% of his income from Denric Inc and Priority Express Parcel.
Paul Clay offers tax preparation services as an independent contractor through “Dylan Quintilone, EA/Quintilone Tax”. This business is not investment related. The address of the business is 7208 W Sand Lake Rd Suite 305, Orlando, FL 32819. This business provides tax preparation services for individuals and businesses. Mr. Clay dedicates approximately 1 to 2 hours a day to this business, Monday to Sunday. The business primarily operates from January to April, as this period aligns with tax filing season. The hours worked in this business are generally not during market trading hours. Paul Clay may answer inquiries relating to tax preparation services during market trading hours. Mr. Clay acquires clients and prepares individual tax returns to be filed with the IRS. Mr. Clay receives compensation for these services. Mr. Clay receives between $150 “one hundred and fifty dollars” to $300 “three hundred dollars” per tax return filed. The business website is www.quintilonetax.com/. More information can be found at this web address.

Mr. Clay’s compensation from Tax Preparation in 2022 was immaterial. It is expected that during 2023, tax preparation income will be less than 5% of his total annual income.

As of 03/27/2022, Paul Clay is a managing director of a family held real estate holding company. Moondust Real Estate Holding LLC. Mr. Clay does not receive compensation for this, and he dedicates no time to this activity. Mr. Clay is a 0% owner of this company.

NO INVESTMENT ADVICE

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Copper Canyon LLC or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content.

INVESTMENT RISKS

There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, options and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

LinkedIn Posts, Video Content and Comments

All LinkedIn Posts, Articles and Videos should be viewed as stock market commentary. All information detailed and any media shared on LinkedIn is not investment advice; it merely indicates the opinions and views of Copper Canyon LLC and its Investment Advisors. Any forward-looking statements or share price calculations should not be construed as Investment Advice and are for market commentary purposes only.

Past performance is not indicative of future returns and should not be construed as such. All media and posts on LinkedIn are created by Dylan Quintilone, Investment Advisor Representative of Copper Canyon LLC.

All graphs, charts, formulas or video content do not advise and should not be used for which securities to buy or sell, or when to buy or sell them. Any graphs, charts, formulas or video content do not advise and should not be used to assist any person in making investment decisions such as which securities to buy, sell, or when to buy or sell them.

YouTube Videos, Comments and Posts

All Posts, Articles and Videos should be viewed as stock market commentary. All information detailed and any media shared on YouTube is not investment advice; it merely indicates the opinions and views of Copper Canyon LLC and its Investment Advisors. Any forward-looking statements or share price calculations should not be construed as Investment Advice and are for market commentary purposes only. Past performance is not indicative of future returns and should not be construed as such.

Google My Business or “Google Maps”

All posts, Articles and Videos should be viewed as stock market commentary. All information detailed and any media shared on Google My Business is not investment advice; it merely indicates the opinions and views of Copper Canyon LLC and its Investment Advisors. Any forward-looking statements or share price calculations should not be construed as Investment Advice and are for market commentary purposes only. Past performance is not indicative of future returns and should not be construed as such.

www.coppercanyonllc.com

All posts, Articles and Videos should be viewed as stock market commentary. All information detailed and any media shared on https://coppercanyonllc is not investment advice; it merely indicates the opinions and views of Copper Canyon LLC and its Investment Advisors. Any forward-looking statements or share price calculations should not be construed as Investment Advice and are for market commentary purposes only. Past performance is not indicative of future returns and should not be construed as such.

Source Material

The information we may share can be sourced from; but isn’t limited to:

www.koyfin.com

www.Seekingalpha.com

www.finviz.com

www.bloomberg.com

www.cnbc.com

Interactive Brokers LLC

TD Ameritrade

Individual company quarterly and annual reports

Firm Persons

Dylan Quintilone
Investment Advisor Representative
CRD# 6732024

Paul Edward Clay
Investment Advisor Representative
CRD# 7145606