This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

XYPN SAPPHIRE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Dec 1, 2016

Dual registered

no

Other names

Philip Shaun Gibson|Phiip S Gibson

IAPD individual key

6698143

• Occurred

  Nov 5, 2025
  Advisor changed firm

  Philip S Gibson left Concurrent Wealth Management for Xypn Sapphire (registered 2025-08-08)

  Form ADVobserved 6 days ago
• Occurred

  Mar 12, 2024
  Advisor changed firm

  Philip S Gibson left Wealth Enhancement Advisory Services, Llc for Concurrent Wealth Management (registered 2024-03-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3bab0a9b-c723-ddd0-193c-31e80fd6a023

First observed

Dec 1, 2016

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.