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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

ANDREW MICHAEL ALMEIDA

Advisor at XYPN SAPPHIRE

BOZEMAN, MT | Sayville, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2012 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Feb 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Feb 4, 2008
First registration: Feb 21, 2012
Dual registered: no
Other names: ANDREW M ALMEIDA
IAPD individual key: 5437669

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XYPN SAPPHIRE	Independent wealth	Mar 6, 2025	n/a	yes	Sayville, NY\|BOZEMAN, MT	Current employment
GO CIO	n/a	Jan 11, 2023	Dec 31, 2023	no	NEW YORK, NY	Previous registration
GO CIO	n/a	Sep 2, 2020	Dec 31, 2022	no	NEW YORK, NY	Previous registration
GOALVEST ADVISORY LLC	Independent wealth	Oct 4, 2019	Nov 8, 2019	no	NEW YORK, NY	Previous registration
RBC ROCHDALE, LLC	Bd affiliated wealth	Jul 25, 2014	Mar 7, 2017	no	NEW YORK, NY	Previous registration
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Feb 21, 2012	Apr 2, 2014	no	MELVILLE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GO CIO	XYPN SAPPHIRE	Dec 31, 2023	Mar 6, 2025	431	Firm change after gap	Other
GOALVEST ADVISORY LLC	GO CIO	Nov 8, 2019	Sep 2, 2020	299	Firm change	Other
RBC ROCHDALE, LLC	GOALVEST ADVISORY LLC	Mar 7, 2017	Oct 4, 2019	941	Firm change after gap	Other
ADVISORS ASSET MANAGEMENT, INC.	RBC ROCHDALE, LLC	Apr 2, 2014	Jul 25, 2014	114	Firm change	Other

Relationships

Registered with (5)

→ XYPN SAPPHIRERegistered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ GO CIORegistered adviserregistration: previous registration
Jan 11, 2023 to Dec 31, 2023factForm ADV
→ GOALVEST ADVISORY LLCRegistered adviserregistration: previous registration
Oct 4, 2019 to Nov 8, 2019factForm ADV
→ RBC ROCHDALE, LLCRegistered adviserregistration: previous registration
Jul 25, 2014 to Mar 7, 2017factForm ADV
→ ADVISORS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 21, 2012 to Apr 2, 2014factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Andrew Michael Almeida left Go Cio for Xypn Sapphire (registered 2025-03-06)
Form ADVobserved 4 days ago