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Inactive

Jason Robert Lilly

Xypn Sapphire

S. Yarmouth, MA

Bozeman, MT

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Current Employers
Xypn Sapphire

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-13
  • MA RA
    APPROVED
    Since 2025-03-13

Branch Locations

S. Yarmouth, MA • United States

24 E. Main Street, Bozeman, MT 59715 • 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
Arq Wealth Advisors, Llc Scottsdale AZ 03/2016 02/2017
Cape Cod 5 Hyannis MA 06/2017 11/2024
Xypn Invest Bozeman MT 03/2025 Present
Tenere Wealth Advisors S. Yarmouth MA 02/2025 Present
Unemployed S Yarmouth MA 03/2017 05/2017
  • 03/2016 → 02/2017
    Arq Wealth Advisors, Llc
    Scottsdale, AZ
  • 06/2017 → 11/2024
    Cape Cod 5
    Hyannis, MA
  • 03/2025 → Present
    Xypn Invest
    Bozeman, MT
  • 02/2025 → Present
    Tenere Wealth Advisors
    S. Yarmouth, MA
  • 03/2017 → 05/2017
    Unemployed
    S Yarmouth, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-27
S63 Uniform Securities Agent State Law Examination 1999-03-05
  • S65 Uniform Investment Adviser Law Examination
    2002-07-27
  • S63 Uniform Securities Agent State Law Examination
    1999-03-05
Designations

View on SEC IAPD

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