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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xypn Invest | Bozeman | MT | 07/2025 | Present |
| Wealth Management Of Alabama | Fort Payne | AL | 07/2025 | Present |
| Reed's Tax Service | Fort Payne | AL | 01/2025 | Present |
| Self Employed | Rainsville | AL | 05/2022 | Present |
| Thornberry Insurance Agency | Section | AL | 06/2019 | 05/2023 |
| First Jackson Bank | Scottsboro | AL | 05/2017 | 05/2019 |
| First Jackson Bank | Stevenson | AL | 10/2014 | 04/2017 |
-Farm Owner/Operator; Not Investment Related; Rainsville AL; Farming; Farm Owner/Operator; Owner; 05/2022; Approximately 80 Hours Per Month, 0 Trading Hours. -Reed's Tax Service (parent company of Wealth Management of Alabama); Not Investment Related; 2107 Gault Ave N, Fort Payne, AL; Tax Preparation and Service; Employee; 01/2025; Varied hours per month (primary role is Wealth Management of Alabama, when not occupied by those duties time is spent working for Reed's Tax Service duties), 0 Trading Hours impacted; employee of company performing tax preparation-related duties and support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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