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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-12 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Paul | MN | 01/2007 | 04/2021 |
| Total Wealth Advisors, Llc | Hopkins | MN | 04/2021 | 02/2024 |
| Xy Investment Solutions, Llc | Woodbury | MN | 02/2024 | Present |
Amie Muller Foundation Type of business: Non-profit Woodbury, MN Start date: 3/15/2017 Exective Director Hours per week: 3 Hours during trading: 0 Determining what families we will support who have been diagnosed with Pancreatic Cancer and run the foundation in honor of my wife who passed away from pancreatic cancer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-24 |
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