Best Investors Account Sign in
Inactive

Amelia Leigh Thomas

Xypn Sapphire

Roswell, GA

Bozeman, MT

Montgomery, AL

CRD 5421888

Claim This Profile
Employer firm

Xypn Sapphire CRD 285967

$1.25B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-08-07
  • AL RA
    APPROVED
    Since 2026-08-07

Branch Locations

760 Old Roswell Road Suite 354, Roswell, GA 30076 • United States

24 E. Main Street, Bozeman, MT 59715 • United States

Montgomery, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Nicolaus & Co Inc Baltimore MD 10/2017 06/2018
T-Mobile Montgomery AL 02/2016 07/2017
Fedex Express Memphis TN 06/2017 10/2017
Navarone Financial Group Montgomery AL 06/2018 12/2025
Empire Capital Wealth, Llc Montgomery AL 03/2026 Present
Xypn Sapphire Bozeman MT 08/2026 Present
  • 10/2017 → 06/2018
    Stifel Nicolaus & Co Inc
    Baltimore, MD
  • 02/2016 → 07/2017
    T-Mobile
    Montgomery, AL
  • 06/2017 → 10/2017
    Fedex Express
    Memphis, TN
  • 06/2018 → 12/2025
    Navarone Financial Group
    Montgomery, AL
  • 03/2026 → Present
    Empire Capital Wealth, Llc
    Montgomery, AL
  • 08/2026 → Present
    Bozeman, MT
Previous Registrations
  • 2021-01-25 → 2025-12-31
    Empire Capital Ventures
    Roswell, GA
  • 2020-08-27 → 2020-12-31
    Empire Capital Ventures
    Roswell, GA
  • 2018-12-03 → 2019-12-31
    Empire Capital Ventures
    Roswell, GA
  • 2017-10-26 → 2018-06-21
    Baltimore, MD
  • 2014-08-05 → 2015-11-02
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Montgomery, AL
  • 2012-12-07 → 2014-07-09
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
  • 2011-10-11 → 2012-10-26
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
  • 2010-02-02 → 2011-05-02
    Usaa Financial Planning Services
    Phoenix, AZ
    San Antonio, TX
  • 2009-03-30 → 2009-07-09
    New England Securities
    Montgomery, AL
    Montgomery, AL
Other Businesses

Amelia Thomas is currently a managing partner of her tax planning, accounting and bookkeeping business operated under her name Amelia Thomas. This activity accounts for approximately 20 hours of her time per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-01
S63 Uniform Securities Agent State Law Examination 2007-11-02
  • S66 Uniform Combined State Law Examination
    2008-03-01
  • S63 Uniform Securities Agent State Law Examination
    2007-11-02

View on SEC IAPD

More in Roswell, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor