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Advisor at XYPN SAPPHIRE
BUCKEYE, AZ | Buckeye, AZ | 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 | Jul 22, 2026 | n/a | yes | Buckeye, AZ|BOZEMAN, MT | Current employment |
| BRIGHT WOMEN FINANCIAL | State registered | Oct 9, 2025 | n/a | yes | BUCKEYE, AZ | Current employment |
| ASPYRE WEALTH PARTNERS | Independent wealth | Sep 10, 2014 | Mar 16, 2015 | no | OVERLAND PARK, KS | Previous registration |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | Bank affiliated wealth | May 11, 2009 | Jun 14, 2012 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASPYRE WEALTH PARTNERS | BRIGHT WOMEN FINANCIAL | Mar 16, 2015 | Oct 9, 2025 | 3,860 | Firm change after gap | Other |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP | ASPYRE WEALTH PARTNERS | Jun 14, 2012 | Sep 10, 2014 | 818 | Firm change after gap | Other |