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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-09 |
Branch Locations
25 North Liberty Street Suite 218, Harrisonburg, VA 22802 • United States
24 E. Main Street, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Harrisonburg | VA | 02/2012 | 12/2020 |
| James Madison University | Harrisonburg | VA | 01/2019 | Present |
| Hess Financial | Harrisonburg | VA | 01/2021 | 02/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2021 | 02/2025 |
| Lpl Financial | Harrisonburg | VA | 03/2025 | 04/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2025 | 01/2026 |
| Bank Of The James | Harrisonburg | VA | 04/2025 | 01/2026 |
| Xypn Sapphire | Bozeman | MT | 01/2026 | Present |
1- 03/2025 / James Madison University / Teacher/Teaching / NON INV RLTD / 10 HRS MNTH / 1 HRS DURING TRADING / START 01/15/2019 2- 03/2025 / Planning Committee Member, Rockingham County Planning Commission / Non-Profit Board Member / NON INV RLTD / START 02/01/2018 3- 03/05/2025 - Citizen Committee Member, Rockingham County - Not Investment Related - Non-Profit Board Member - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - Start date : 01/01/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
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