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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-03-23 |
Branch Locations
Delray Beach, FL • 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 |
|---|---|---|---|---|
| Ria Compliance Group Llc | Delray Beach | FL | 02/2018 | 05/2024 |
| Coastal Trucking Insurance Llc | Delray Beach | FL | 02/2018 | 01/2021 |
| Neighborhood Health Clinic | Naples | FL | 07/2017 | 02/2018 |
| Florida Gulf Coast University Office Of Housing | Fort Myers | FL | 06/2015 | 12/2017 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2013 | 12/2017 |
| Investment Advisory Services Group Llc | Delray Beach | FL | 08/2022 | 03/2024 |
| Investment Advisory Services Group Llc | Delray Beach | FL | 09/2022 | 03/2024 |
| Xy Planning Network | Bozeman | MT | 05/2024 | Present |
| Asap Support Services Llc | Delray Beach | FL | 07/2021 | Present |
| Xypn Invest | Bozeman | MT | 03/2026 | Present |
1.) ASAP Support Services, LLC; Not investment-related, Delray Beach, FL; Consulting Services; Managing Member; Start Date: 07/2021; 10 hours per month; 10 trading hours per month; Consulting over various services. 2.) XY Planning Network; Not investment-related; Bozeman, MT; Membership Organization; Senior Compliance & Cybersecurity Consultant; Start Date: 05/2024; 150 hours per month with the majority spent during trading hours; Provide services to members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
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