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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-11-10 |
Branch Locations
100 Wapiti Way, Bozeman, MT 59718 • United States
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jcg Advisory Group, Llc | Bozeman | MT | 08/2020 | 02/2021 |
| Millionairewe | Bozeman | MT | 08/2020 | 02/2021 |
| Bitterroot Capital Advisors, Llc | Great Falls | MT | 06/2002 | 08/2020 |
| Wipfli Financial Advisors, Llc | Bozeman | MT | 03/2021 | 05/2022 |
| Wipfli Financial Advisors, Llc | Bozeman | MT | 06/2022 | 09/2022 |
| Creative Planning, Llc | Bozeman | MT | 10/2022 | 11/2022 |
| Creative Planning, Llc | Overland Park | KS | 04/2022 | 09/2024 |
| Wipfli Llp | Bozeman | MT | 11/2022 | 09/2024 |
| Compound Planning, Inc. | New York | NY | 09/2024 | 10/2025 |
| Aprio Wealth Management, Llc | Atlanta | GA | 10/2025 | Present |
| Aprio Advisory Group | Atlan Ta | GA | 10/2025 | Present |
None are investment related. Treasurer, Flynn Ranch, Inc. Family business (1/1997); 0 hours during trading hours. Flynn Ranch Hunting, LLC, Owner, 0 hours during trading hours (1/1997). Flynn Farms, LLC, Owner, 0 hours during trading hours (1/2013). Montana State Univ, Advisory council chair for College of Business, 1 hour/month non-trading hours (1/2014). CFA Institute, President's Council Rep, 1 hour/month trading hours (9/2024), 0 hours during trading hours.
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