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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-28 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
1900 S. Norfolk Street Suite 350, San Mateo, CA 94403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guiding Wealth Management Llc | Richardson | TX | 10/2023 | 08/2025 |
| Caregen Wealth Management Llc | Burlingame | CA | 10/2022 | 11/2023 |
| Home Maker | Millbrae | CA | 01/2019 | 09/2022 |
| Trinitas Partners Llc | Redwood City | CA | 04/2013 | 12/2018 |
| Xypn Invest | Bozeman | MT | 08/2025 | Present |
| Wealthpeace Llc | San Mateo | CA | 08/2025 | Present |
E. Chung Financial Coaching; Investment-related activities - No; San Mateo, CA; Financial Coaching; Financial Coach; Since July 2022; Approximately 5 hours per month, which may occur during securities trading hours, providing one-on-one coaching focused on budgeting, spending, financial goal setting, and accountability. Phoenix Space, Inc.; Investment-related activities - No; Irvine, CA, Aerospace Engineering; Outside Advisor, Since May 2025; Approximately 2 hours per month on an as-needed basis, advising the CEO regarding accounting and tax matters. Neither financial nor non-financial compensation is received for this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
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