DFX Intelligence
Advisors
Advisors registered through Xypn SapphireAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
66 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Cherry Thi Phan Chartered Financial Analyst | Xypn Sapphire independent RIA | Austin, Tx | Nov 26, 2024 | 18 y | 1 | 2 |
| Marianne Poon Chartered Financial Analyst | Xypn Sapphire independent RIA | Bozeman, Mt | Dec 3, 2024 | 11 y | 1 | 1 |
| Wai Lim Poon Chartered Financial Analyst | Xypn Sapphire independent RIA | Bozeman, Mt | Jan 8, 2025 | 10 y | 0 | 1 |
| J••••• C••••• P•••••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Dec 2, 2025 | 26 y | 3 | 1 |
| R••••• A••• R•••••• Certified Financial Planner | X••• S••••••• independent RIA | Bowling Green, Ky | Jul 24, 2024 | 25 y | 9 | 1 |
| P•••••• E••••• S•••••• | X••• S••••••• independent RIA | Bozeman, Mt | Jan 5, 2026 | 10 y | 0 | 1 |
| C••• T•••••• S••••• | X••• S••••••• independent RIA | Bozeman, Mt | Aug 8, 2025 | 15 y | 0 | 1 |
| A•• L••• S••••••• Certified Financial Planner | X••• S••••••• independent RIA | Seattle, Wa | Jun 23, 2026 | 20 y | 6 | 1 |
| J••• F•••••• S••• | X••• S••••••• independent RIA | Atlanta, Ga | Feb 6, 2020 | 10 y | 2 | 2 |
| A••••• L•••• T••••• | X••• S••••••• independent RIA | Bozeman, Mt | Aug 7, 2026 | 18 y | 9 | 1 |
| J••••• T••••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Jul 28, 2025 | 18 y | 2 | 1 |
| B••••••• J•••• V•• D•• H••••• | X••• S••••••• independent RIA | Boise, Id | Jan 22, 2026 | 12 y | 1 | 1 |
| D••••• V•• W••••• | X••• S••••••• independent RIA | Rexburg, Id | May 22, 2025 | 10 y | 1 | 1 |
| K••• H••• W•••• Certified Financial Planner | X••• S••••••• independent RIA | Bozeman, Mt | Jun 5, 2026 | 16 y | 2 | 1 |
| H•••• Y••••• Chartered Financial Analyst | X••• S••••••• independent RIA | Sherman Oaks, Ca | Mar 4, 2026 | 10 y | 1 | 2 |
| L•••••• C•••••• Y•••• Certified Financial Planner | X••• S••••••• independent RIA | Baltimore, Md | Dec 19, 2024 | 21 y | 1 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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