DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Andrew Michael Almeida

Xypn Sapphireindependent RIABozeman, Mt IA-onlyIAPD 5437669

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Andrew M Almeida

At current firm

1 y

since Mar 6, 2025

In the industry

18 y

since Feb 4, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Xypn Sapphire independent RIA current
since Mar 6, 2025 · Sayville, Ny
Go Cio unclassified
Jan 11, 2023 to Dec 31, 2023 · New York, Ny
Go Cio unclassified
Sep 2, 2020 to Dec 31, 2022 · New York, Ny
Goalvest Advisory LLC independent RIA
Oct 4, 2019 to Nov 8, 2019 · New York, Ny
RBC Rochdale, LLC BD affiliated
Jul 25, 2014 to Mar 7, 2017 · New York, Ny
Advisors Asset Management, Inc. mixed wealth
Feb 21, 2012 to Apr 2, 2014 · Melville, Ny

Moves

a registration end followed by a registration begin elsewhere

Go Cio to Xypn Sapphire
left Dec 31, 2023, registered Mar 6, 2025 (431 days) · Other
Goalvest Advisory LLC to Go Cio
left Nov 8, 2019, registered Sep 2, 2020 (299 days) · Other
RBC Rochdale, LLC to Goalvest Advisory LLC
left Mar 7, 2017, registered Oct 4, 2019 (941 days) · Other
Advisors Asset Management, Inc. to RBC Rochdale, LLC
left Apr 2, 2014, registered Jul 25, 2014 (114 days) · Other

Signals

Andrew Michael Almeida left Go Cio for Xypn Sapphire (registered 2025-03-06)
Dec 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address