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Celina, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-05-04 |
Branch Locations
3256 Gardenbrook Lane, Bozeman, MT 59715 • United States
Celina, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auxano Consulting (Lifeway Christian Resources) | Nashville | TN | 06/2012 | 07/2017 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2017 | 02/2018 |
| Expand Financial Group, Llc | Celina | TX | 05/2018 | Present |
| Auxano Consulting (Lifeway Christian Resources) | Nashville | TN | 01/2018 | 10/2025 |
| Auxano Consulting (Visioneering Studios) | Nashville | TN | 10/2025 | Present |
1) Auxano Consulting (Parent company Visioneering Studios), non investment related, 1301 Solana Blvd. Bldg 2, Ste 2120, Westlake, TX 76262, Auxano provides consulting services to churches and their leadership teams, Position held: Director of Development, 160 hours devoted per month, 130 hours devoted during trading hours. 2) Yellowstone Theological Seminary, non investment related, Teacher, Teach 1-2 church leadership classes per year (non securities related) devoting 1-3 hours per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
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