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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-26 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cordant, Inc. | Portland | OR | 04/2014 | 09/2023 |
| Empirical Wealth Management | Portland | OR | 11/2023 | 06/2025 |
| Xypn Invest | Bozeman | MT | 06/2025 | Present |
| Adelphi Llc | Portland | OR | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-05 |
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