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.

Current firm

TANAGER 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

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S66|S65

First exam

Apr 6, 2021

First registration

Feb 16, 2022

Dual registered

no

Other names

BEN PHILLIPS|Benjamin M Phillips

IAPD individual key

6699971

• Occurred

  May 24, 2023
  Advisor changed firm

  Benjamin Mark Phillips left Connectus Wealth for Tanager Wealth Management (registered 2026-01-13)

  Form ADVobserved 5 days ago
• Occurred

  Sep 19, 2022
  Advisor changed firm

  Benjamin Mark Phillips left Nfsg Corporation for Connectus Wealth (registered 2022-11-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29c4dd35-5f44-4ffc-862c-1885bf11e3a8

First observed

Feb 16, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.