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

Nov 3, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Nov 3, 2000

First registration

Apr 8, 2020

Dual registered

no

Other names

DAVID W FRANK

IAPD individual key

4033093

• Occurred

  Jul 30, 2025
  Advisor changed firm

  David William Frank left Turning Point Planning Llc for Xypn Sapphire (registered 2025-01-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4a2f7e3-64d2-ceff-0ab5-94560f57d030

First observed

Apr 8, 2020

Last observed

Sep 15, 2026 4 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.