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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-22 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Rexburg, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onyx Financial Advisors, Llc | Idaho Falls | ID | 12/2015 | 01/2025 |
| Silver Spring Financial | Ammon | ID | 01/2025 | Present |
| Xypn Invest | Bozeman | MT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-30 |
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