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

Jan 1, 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

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 16, 2023

First registration

Feb 15, 2024

Dual registered

no

IAPD individual key

7823325

• Occurred

  Jun 25, 2025
  Advisor changed firm

  Julian Treves left Avise Financial for Xypn Sapphire (registered 2025-07-28)

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2024
  Advisor changed firm

  Julian Treves left Creative Financial Designs, Inc. for Avise Financial (registered 2025-01-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f2920aa5-d62c-7ecf-9196-1f7d60f5b564

First observed

Feb 15, 2024

Last observed

Sep 15, 2026 5 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.