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Lance Jason Best

Xypn Sapphire

Monroe, WA

Bozeman, MT

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Current Employers
Xypn Sapphire

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-06
  • WA RA
    APPROVED
    Since 2026-04-06

Branch Locations

Monroe, WA • United States

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

Disclosures

3 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Luck WI 03/2016 03/2026
New York Life Insurance Co. Luck WI 01/2016 03/2026
Xypn Sapphire Bozeman MT 03/2026 Present
Best Investment Group, Llc Monroe WA 03/2026 Present
  • 03/2016 → 03/2026
    Nylife Securities Llc
    Luck, WI
  • 01/2016 → 03/2026
    New York Life Insurance Co.
    Luck, WI
  • 03/2026 → Present
    Bozeman, MT
  • 03/2026 → Present
    Best Investment Group, Llc
    Monroe, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2014-10-06
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2014-10-06

View on SEC IAPD

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