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2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-13 |
Branch Locations
2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
104 E Main Street Suite 3D, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnival Corporation | Miami | FL | 01/2016 | 01/2019 |
| Aspen Capital Management | Boise | ID | 01/2019 | 10/2025 |
| Decisionpoint Financial | Bozeman | MT | 01/2026 | Present |
Name of other business: Grace Jaymes Consulting, LLC; Is business Investment related: No; Address of other business: Bozeman, MT 59718; Nature of other business: Financial Therapy Consulting; Your position: Partner; Title and relationship with other business: Start date of relationship: 12/1/2025; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-16 |
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