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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-08 |
Branch Locations
Indian Land, SC • 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 |
|---|---|---|---|---|
| Winthrop University | Rock Hill | SC | 08/2014 | 08/2018 |
| Elation Wealth | Fort Mill | SC | 08/2016 | 12/2018 |
| Carroll Financial Associates, Inc | Charlotte | NC | 01/2019 | 11/2021 |
| Winthrop University | Rock Hill | SC | 08/2018 | 08/2020 |
| Winthrop University | Rock Hill | SC | 08/2020 | Present |
| Wealth Enhancement Group | Rock Hill | SC | 11/2021 | 03/2024 |
| Wealth Enhancement Advisory Services | Rock Hill | SC | 11/2021 | 03/2024 |
| Concurrent Financial Planning, Llc | Green Bay | WI | 03/2024 | Present |
| Xypn Invest | Bozeman | MT | 08/2025 | Present |
| Elation Wealth, Llc | Indian Land | SC | 08/2025 | Present |
| Winthrop University | Rock Hill | SC | 09/2024 | Present |
Name: Winthrop University. It's not investment-related. Address: 701 Oakland Ave, Rock Hill, SC 29707. Nature: Academic. Position: Faculty. Title: Professor of Finance and Director of Financial Planning. Start date: 08/2014. Approximate number of hours: 30. Approximate number of hours during trading hours: 10-15. Description: Teaching classes, doing research, and University service.
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