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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Winter Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siemens Energy Inc | Orlando | FL | 02/2002 | 03/2022 |
| Fortune Financial Services | Monaca | PA | 11/2021 | 12/2024 |
| Certified Advisory Corp | Altamonte Springs | FL | 11/2021 | 03/2026 |
| Certified Insurance Corp | Altamonte Springs | FL | 05/2023 | 03/2026 |
| Xypn Sapphire | Bozeman | MT | 03/2026 | Present |
| Wbi Advisory Llc | Winter Springs | FL | 03/2026 | Present |
WBI Advisory LLC - Not Investment Related, Winter Springs, FL - provides Technology Consulting and implementation Services. Owner/Consultant. Spend 12 hrs a month, 4 hrs during trading hours. Provide technology implementation support for other financial advisors using Excel or other SAAS solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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