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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED | 2024-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp, Llc | St. Louis | MO | 06/2016 | Present |
| Secfi Inc | San Francisco | CA | 02/2022 | Present |
| Secfi Advisory Limited | New York | NY | 07/2022 | Present |
| Xypn Invest | Bozeman | MT | 12/2024 | Present |
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