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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED_RES | 2024-06-24 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
Richland Center, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin Superior | Superior | WI | 09/2014 | 08/2016 |
| Ameriprise Financial Services, Inc | Richland Center | WI | 08/2016 | 02/2024 |
| Self Employed | Richland Center | WI | 01/2019 | Present |
| Xypn Sapphire | Bozeman | MT | 06/2024 | Present |
Business Ownership; Other; Other; 18601 State Hwy 80, Richland Center WI, 53581, , ** not provided **, N/A, 00000; Not Investment-Related; 01/07/2019; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Outside Employment; Residential Roofing of Southwest Wisconsin LLC; Other; 18601 State Hwy 80, Richland Center WI, 53581, , ** not provided **, N/A, 00000; Not Investment-Related; 07/02/2018; 1 to 9 during trading hours; 60 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
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