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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-22 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Buckeye, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Women Financial Llc | Buckeye | AZ | 07/2025 | Present |
| Sabbatical | Buckeye | AZ | 02/2025 | 07/2025 |
| Bok Financial | Mesa | AZ | 04/2018 | 02/2025 |
| Commerce Trust Company | Kansas City | MO | 03/2015 | 04/2018 |
| Xypn Sapphire | Bozeman | MT | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
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