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RIA / WealthAdvisorCertified Financial Planner21 years in industry

AMY ELIZABETH IRVINE

Advisor at ROOTED PLANNING GROUP

CORNING, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROOTED PLANNING GROUP
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: Mar 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 28, 2005
First registration: Mar 21, 2007
Dual registered: no
Other names: AMY ELIZABETH BEARDSLEY
IAPD individual key: 4868740

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOTED PLANNING GROUP	Independent wealth	Mar 1, 2021	n/a	yes	CORNING, NY	Current employment
PINNACLE FINANCIAL WEALTH MANAGEMENT, LLC	n/a	May 7, 2015	Nov 14, 2016	no	MERRITT ISLAND, FL	Previous registration
BURNS MATTESON CAPITAL MANAGEMENT, LLC	Independent wealth	Jul 7, 2011	Nov 4, 2015	no	CORNING, NY	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Apr 28, 2011	no	CORNING, NY	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Mar 21, 2007	Jan 2, 2009	no	Corning, NY\|HORSEHEADS, NY\|WILMINGTON, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PINNACLE FINANCIAL WEALTH MANAGEMENT, LLC	ROOTED PLANNING GROUP	Nov 14, 2016	Mar 1, 2021	1,568	Firm change after gap	Other
BURNS MATTESON CAPITAL MANAGEMENT, LLC	PINNACLE FINANCIAL WEALTH MANAGEMENT, LLC	Nov 4, 2015	May 7, 2015	-181	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	BURNS MATTESON CAPITAL MANAGEMENT, LLC	Apr 28, 2011	Jul 7, 2011	70	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ ROOTED PLANNING GROUPRegistered adviserregistration: current employment
Mar 1, 2021 to presentfactForm ADV
→ PINNACLE FINANCIAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 7, 2015 to Nov 14, 2016factForm ADV
→ BURNS MATTESON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 7, 2011 to Nov 4, 2015factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Apr 28, 2011factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 21, 2007 to Jan 2, 2009factForm ADV

Dated events

No dated event names this entity yet.