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Katherine Leonard

Xypn Sapphire

Bozeman, MT

Corona Del Mar, CA

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Current Employers
Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-15
  • CA RA
    APPROVED
    Since 2026-06-15

Branch Locations

24 E. Main Street, Bozeman, MT 59715 • United States

Corona Del Mar, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pricewaterhousecoopers Los Angeles CA 01/2016 01/2018
Gursey Schneider Llp Los Angeles CA 01/2018 01/2019
Kl Cpa Services Los Angeles CA 01/2019 01/2021
Boardwalk Newport Beach CA 01/2021 02/2022
Aspiriant Irvine CA 01/2022 01/2025
Kcl Wealth Management Newport Beach CA 01/2025 Present
  • 01/2016 → 01/2018
    Pricewaterhousecoopers
    Los Angeles, CA
  • 01/2018 → 01/2019
    Gursey Schneider Llp
    Los Angeles, CA
  • 01/2019 → 01/2021
    Kl Cpa Services
    Los Angeles, CA
  • 01/2021 → 02/2022
    Boardwalk
    Newport Beach, CA
  • 01/2022 → 01/2025
    Aspiriant
    Irvine, CA
  • 01/2025 → Present
    Kcl Wealth Management
    Newport Beach, CA
Designations

View on SEC IAPD

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Other Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT
ANDREW STEWART MARTZLOFF
Keith A Gertsen
CARL WADE GARDINER
Lori Katherine Pilon
BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
GROUP W INVESTMENT MANAGEMENT LLC · BOZEMAN, MT

More in Bozeman, MT

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