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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
Denver, CO • United States
24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
Sherman Oaks, CA • 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 |
|---|---|---|---|---|
| Insight Investment Counsel | El Segundo | CA | 08/2022 | 09/2025 |
| Wellness Business Analytics And Marketing, Llc | Sherman Oaks | CA | 03/2021 | 07/2022 |
| Homemaker | Sherman Oaks | CA | 07/2019 | 03/2021 |
| St. Edward's University | Austin | TX | 08/2016 | 07/2019 |
| Inspicio, Llc | Los Angeles | CA | 09/2025 | 02/2026 |
| Forward Wealth Management | Los Angeles | CA | 03/2026 | 08/2026 |
| Xypn Sapphire | Bozeman | MT | 02/2026 | 08/2026 |
| Quantitative Financial Strategies | Denver | CO | 08/2026 | Present |
| Altenn Wealth | Los Angeles | CA | 08/2026 | Present |
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