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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hedgehog & Owl | Whittier | CA | 02/2014 | Present |
| Securian Financial Services Inc. | St. Paul | MN | 06/2016 | 03/2019 |
| Tax And Financial Group | Newport Beach | CA | 06/2016 | 03/2019 |
| Securian Financial Services Inc | St Paul | MN | 03/2019 | 07/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 03/2019 | 07/2019 |
| Tax & Financial Group | Newport Beach | CA | 03/2019 | 07/2019 |
| Kcs Wealth Advisory | Los Angeles | CA | 07/2019 | 11/2020 |
| Royal Alliance Associates, Inc. | Anaheim | CA | 11/2020 | 02/2023 |
| Sagepoint Financial, Inc. | Las Vegas | NV | 02/2023 | 09/2023 |
| The Ameriflex Group | Las Vegas | NV | 02/2023 | 06/2024 |
| Osaic Wealth, Inc. | Las Vegas | NV | 09/2023 | 06/2024 |
| Xypn Invest | Whittier | CA | 06/2024 | Present |
HEDGEHOG & OWL not investment-related private residence in Whittier, CA Sole Proprietorship Sole Proprietor 02/10/2014 <4 hours per month 0 hours during trading Retail vintage goods sales and consulting work. NURTURING HOPE FOR THE NATIONS not investment-related 2313 Ingleside Dr, Nashville, TN 97214 charitable organization Board Member 04/01/2024 5 hours per month 0 hours during trading Serve as a board member for my sister's charitable organization advising, discussing, and voting on charitable causes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-17 |
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