Cherry Thi Phan

Current Employers

Xypn Sapphire

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

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2024-11-26
TX	RA	APPROVED	2024-11-26

MT RA
APPROVED

Since 2024-11-26
TX RA
APPROVED

Since 2024-11-26

Branch Locations

Austin, TX • 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

Organization	City	State	From	To
Durbin Bennett Private Wealth Management, Llc	Austin	TX	07/2015	11/2024
Xy Investment Solutions, Llc	Bozeman	MT	11/2024	Present

07/2015 → 11/2024

Durbin Bennett Private Wealth Management, Llc

Austin, TX
11/2024 → Present

Xy Investment Solutions, Llc

Bozeman, MT

Previous Registrations

2016-08-30 → 2023-10-03

Maslow Wealth Advisors

Austin, TX

Other Businesses

(1) Cibolo Al, LLC; Start date: 10/2022; Software Company; No title, passive investor, Austin, TX 78746, Non Investment Related, 00 Hours/Month; 00 Hours/During Trading Hours; No duties, passive investor.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-03

S66 Uniform Combined State Law Examination

2007-12-03

Designations

View on SEC IAPD