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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

JOHN PHILLIPS

Advisor at RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN

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:2e6e9000-4f2f-822e-0b8f-08ad76f7e76f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 4, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John Phillips

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: RED DOOR WEALTH MANAGEMENT, LLC
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 3, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65
First exam: Mar 3, 2009
First registration: Mar 4, 2009
Dual registered: no
IAPD individual key: 5642536

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
RED DOOR WEALTH MANAGEMENT, LLC	Independent wealth	May 25, 2010	n/a	yes	MEMPHIS, TN	Current employment
WADDELL & ASSOCIATES INC	Former SEC adviser	Mar 4, 2009	Mar 3, 2010	no	MEMPHIS, TN	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
WADDELL & ASSOCIATES INC	RED DOOR WEALTH MANAGEMENT, LLC	Mar 3, 2010	May 25, 2010	83	Firm change	Other

Relationships

Registered with (2)

→ RED DOOR WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 25, 2010 to presentfactForm ADV
→ WADDELL & ASSOCIATES INCRegistered adviserregistration: previous registration
Mar 4, 2009 to Mar 3, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e6e9000-4f2f-822e-0b8f-08ad76f7e76f
First observed: Mar 4, 2009
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.

JOHN PHILLIPS

Advisor at RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN

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:2e6e9000-4f2f-822e-0b8f-08ad76f7e76f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RED DOOR WEALTH MANAGEMENT, LLC

Independent wealth

May 25, 2010

n/a

yes

MEMPHIS, TN

Current employment

WADDELL & ASSOCIATES INC

Former SEC adviser

Mar 4, 2009

Mar 3, 2010

MEMPHIS, TN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WADDELL & ASSOCIATES INC

RED DOOR WEALTH MANAGEMENT, LLC

Mar 3, 2010

May 25, 2010

Firm change

Other