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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-02 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
4030 Wake Forest Rd Ste 349, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Michael Financial Llc | Raleigh | NC | 08/2022 | 07/2025 |
| U.S. Marshals Service | Raleigh | NC | 10/2004 | 09/2025 |
| Moneyarmor Llc | Raleigh | NC | 01/2024 | 08/2025 |
| Xypn Invest | Raleigh | NC | 09/2024 | 07/2025 |
| Blue Moon Falls Llc | Raleigh | NC | 08/2022 | 11/2025 |
| Valor Wealth Partners | Washington | DC | 08/2025 | 11/2025 |
| Charles Michael Financial Llc | Raleigh | NC | 01/2026 | Present |
| Xypn Invest | Bozeman | MT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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