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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
Fort Worth, TX • United States
24 E. Main Street, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imperium Wealth Management, Llc | San Antonio | TX | 08/2020 | 12/2020 |
| Texas Tech University | Lubbock | TX | 08/2016 | 08/2020 |
| Strategic Financial Concepts, Llc | Lubbock | TX | 04/2014 | 07/2020 |
| University Of North Texas | Denton | TX | 01/2021 | Present |
| Xypn Invest | Bozeman | MT | 09/2025 | Present |
| Elation Wealth, Llc | Houston | TX | 09/2025 | Present |
University of North Texas, Not Investment Related, Denton Texas, Institution of Higher Education, Clinical Assistant Professor and Financial Planning Program Director, 01/2021, Full time professor during normal academic year including during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-21 |
| S66 | Uniform Combined State Law Examination | 2005-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
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