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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-07 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Winnetka, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Point Capital, Llc | Chicago | IL | 01/2009 | 03/2018 |
| Avatar Securities, Llc | New York | NY | 03/2018 | Present |
| Xypn Sapphire | Bozeman | MT | 06/2026 | Present |
| Nadell Wealth, Llc | Winnetka | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
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