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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitley, Hyder And Sigmon Cpas | Hickory | NC | 08/2021 | 07/2025 |
| Setzer Construction, Llc | Lincolnton | NC | 11/2020 | Present |
| Percy Street Properties, Llc | Newton | NC | 08/2022 | Present |
| Raven Road Properties, Llc | Newton | NC | 08/2022 | Present |
| United States Army | Charlotte | NC | 01/2011 | Present |
| Setzer Financial | Hickory | NC | 08/2025 | Present |
| Xypn Invest | Bozeman | MT | 08/2025 | Present |
| Catawba County Government | Newton | NC | 12/2022 | Present |
Setzer Construction; Not investment related; 4851 Hickory Lincolnton HWY Lincolnton, NC 28092; Construction Company; Treasurer; 11/17/2020; 5 hours per month; 0 trading hours per month :: Percy Street Properties LLC & Raven Road Properties LLC; Not investment related; 2017 Settlemyre Bridge Road, Newton, NC 28658; Property Rental; Owner/Partner; 08/01/2022; 36 hours per month; 0 trading hours per month; property management :: United States Army; Not investment related; 1330 Westover St, Charlotte, NC , 28205 (Current Unit); Military duties of a sovereign nation; Major; 01/12/2011; 16 hours per month; 0 trading hours per month; military officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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