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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-22 |
Branch Locations
453 Business Loop, Sugar City, ID 83448 • United States
24 E. Main Street, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Spring Financial | Sugar City | ID | 09/2013 | Present |
| Lifepro Asset Management, Llc | San Diego | CA | 01/2022 | 08/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 10/2023 | 05/2025 |
| Xypn Invest | Bozeman | MT | 05/2025 | Present |
1. Silver Spring Financial; Investment Related; 453 Business Loop Sugar City, ID; CPA practice, Insurance & Annuities sales and college planning; start date: 09/2013; Owner & Founder; approx: 40 a week during market hours. 2. Hammer Time LLC; Not Investment Related; 885 West 3500 North, Rexburg, ID; Farmland rental property; member/investor; 1 hour per month, 0 during market hours; passive investor 3. Wild Bull Rentals LLC; Not Investment Related; 885 West 3500 North, Rexburg, ID; Residential real estate rental ; member/investor; 3 hours per month, 0 during market hours; passive investor
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