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Advisor at XYPN SAPPHIRE
University City, MO | BOZEMAN, MT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| XYPN SAPPHIRE | Independent wealth | Dec 23, 2024 | n/a | yes | BOZEMAN, MT|University City, MO | Current employment |
| SECFI ADVISORY LIMITED | Other adviser | Jul 21, 2022 | Jan 13, 2025 | no | UNIVERSITY CITY, MO|NEW YORK, NY | Previous registration |
| PLANCORP, LLC | Independent wealth | Aug 27, 2019 | Feb 11, 2022 | no | SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECFI ADVISORY LIMITED | XYPN SAPPHIRE | Jan 13, 2025 | Dec 23, 2024 | -21 | Firm change | Other |
| PLANCORP, LLC | SECFI ADVISORY LIMITED | Feb 11, 2022 | Jul 21, 2022 | 160 | Firm change | Other |