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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-18 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Atlanta, GA • United States
Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-24 |
| GA | RA | APPROVED | 2020-02-06 |
Branch Locations
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 10/2018 | 05/2019 |
| World Financial Group, Inc. | Johns Creek | GA | 06/2018 | 09/2019 |
| Sr Appliance Depot | Atlanta | GA | 07/2016 | 08/2018 |
| Risc Partners | Atlanta | GA | 02/2018 | 11/2018 |
| Verbatim Financial Llc | Sandy Springs | GA | 09/2019 | Present |
| Xypn Invest | Bozeman | MT | 02/2025 | Present |
Flat Fee Advisors (dot) Org, not investment related 16780 Onward DrWestfield, IN 46074 Flat fee advisor directory 1/3 partner, beginning Jan 20, 2025 1 hour per month, likely 0 minutes during trading hours I do not have any explicit duties in relation to Flat Fee Advisors (dot) Org
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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