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Nathaniel David Baim

Xypn Sapphire

Tigard, OR

Portland, OR

Bozeman, MT

CRD 6956579

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Employer firm

Xypn Sapphire CRD 285967

$1.25B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-05-26
  • OR RA
    APPROVED
    Since 2026-05-26

Branch Locations

11481 Sw Hall Blvd #201, Tigard, OR 97223 • United States

Portland, OR • United States

24 E. Main Street, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intel Corporation Hillsboro OR 06/2015 08/2017
Pursuit Planning And Investments, Llc Portland OR 03/2018 Present
Unemployed Portland OR 09/2017 02/2018
Kaplan North America Fort Lauderdale FL 10/2022 08/2025
  • 06/2015 → 08/2017
    Intel Corporation
    Hillsboro, OR
  • 03/2018 → Present
    Pursuit Planning And Investments, Llc
    Portland, OR
  • 09/2017 → 02/2018
    Unemployed
    Portland, OR
  • 10/2022 → 08/2025
    Kaplan North America
    Fort Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-02
  • S65 Uniform Investment Adviser Law Examination
    2018-03-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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