DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

PHILLIP JOSEPH PALMER

Advisor at THEPARTNERS WEALTH MANAGEMENT

CARMEL BY THE SEA, CA | Thatcher, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19f424be-d37e-65e8-d33f-eb19031113f5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 24, 2006 to Sep 15, 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: THEPARTNERS WEALTH MANAGEMENT
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: Jun 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Jun 23, 2000
First registration: Jul 24, 2006
Dual registered: no
Other names: PHILLIP J. PALMER|PHILLIP PALMER
IAPD individual key: 4129857

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
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Sep 18, 2024	n/a	yes	CARMEL BY THE SEA, CA\|Thatcher, AZ	Current employment
SCF INVESTMENT ADVISORS, INC.	Former SEC adviser	Sep 6, 2019	Oct 17, 2024	no	SAN DIEGO, CA\|SAFFORD, AZ	Previous registration
GLOBAL VIEW CAPITAL MANAGEMENT LLC	Independent wealth	Jan 10, 2014	Oct 1, 2019	no	SAFFORD, AZ\|WAUKESHA, WI\|SAFFORD, AZ	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Jun 13, 2013	Dec 31, 2013	no	SAFFORD, AZ\|WAUKESHA, WI	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 6, 2012	May 31, 2013	no	SAFFORD, AZ	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Jul 24, 2006	Jan 6, 2012	no	PHOENIX, AZ\|SAFFORD, AZ\|FLAGSTAFF, AZ\|GILBERT, AZ	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
SCF INVESTMENT ADVISORS, INC.	THEPARTNERS WEALTH MANAGEMENT	Oct 17, 2024	Sep 18, 2024	-29	Firm change	Ibd to RIA
GLOBAL VIEW CAPITAL MANAGEMENT LLC	SCF INVESTMENT ADVISORS, INC.	Oct 1, 2019	Sep 6, 2019	-25	Firm change	RIA to ibd
THE STRATEGIC FINANCIAL ALLIANCE	GLOBAL VIEW CAPITAL MANAGEMENT LLC	Dec 31, 2013	Jan 10, 2014	10	Bulk transfer	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	THE STRATEGIC FINANCIAL ALLIANCE	May 31, 2013	Jun 13, 2013	13	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 6, 2012	Jan 6, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
123608:314816:CA:2024-10-17	Oct 17, 2024	Sep 18, 2024	SAN DIEGO, CA	Firm change
158292:123608:AZ:2019-10-01	Oct 1, 2019	Sep 6, 2019	SAFFORD, AZ	Firm change

Relationships

Registered with (6)

→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 18, 2024 to presentfactForm ADV
→ SCF INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Sep 6, 2019 to Oct 17, 2024factForm ADV
→ GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 10, 2014 to Oct 1, 2019factForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Jun 13, 2013 to Dec 31, 2013factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to May 31, 2013factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Jul 24, 2006 to Jan 6, 2012factForm ADV

Dated events

Occurred
Oct 17, 2024
Advisor changed firm
Phillip Joseph Palmer left Scf Investment Advisors, Inc. for Thepartners Wealth Management (registered 2024-09-18)
Form ADVobserved 5 days ago