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RIA / WealthAdvisorCertified Financial Planner42 years in industry

PHILIP REESE BAILEY

Advisor at MUIRFIELD WEALTH ADVISORS LLC

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:7f32b2b7-a6da-a1d5-7ada-72abd2168e5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2004 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: MUIRFIELD WEALTH ADVISORS 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: Dec 28, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 28, 1983
First registration: Aug 23, 2004
Dual registered: no
Other names: PHIL BAILEY
IAPD individual key: 1215648

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
MUIRFIELD WEALTH ADVISORS LLC	Independent wealth	Sep 30, 2021	n/a	yes	CHARLOTTE, NC	Current employment
CARROLL FINANCIAL ASSOCIATES INC	Former SEC adviser	Apr 17, 2019	Sep 30, 2021	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Apr 15, 2019	no	CHARLOTTE, NC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Feb 10, 2006	Jan 2, 2009	no	CHARLOTTE, NC	Previous registration
WEALTHTRUST ADVISORS	n/a	Aug 23, 2004	Feb 1, 2006	no	CHARLOTTE, 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
CARROLL FINANCIAL ASSOCIATES INC	MUIRFIELD WEALTH ADVISORS LLC	Sep 30, 2021	Sep 30, 2021	0	Firm change	RIA to new firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CARROLL FINANCIAL ASSOCIATES INC	Apr 15, 2019	Apr 17, 2019	2	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
WEALTHTRUST ADVISORS	RAYMOND JAMES FINANCIAL SERVICES, INC.	Feb 1, 2006	Feb 10, 2006	9	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
105427:316071:NC:2021-09-30	Sep 30, 2021	Sep 30, 2021	CHARLOTTE, NC	Firm change

Relationships

Registered with (5)

→ MUIRFIELD WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Sep 30, 2021 to presentfactForm ADV
→ CARROLL FINANCIAL ASSOCIATES INCRegistered adviserregistration: previous registration
Apr 17, 2019 to Sep 30, 2021factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Apr 15, 2019factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 10, 2006 to Jan 2, 2009factForm ADV
→ WEALTHTRUST ADVISORSRegistered adviserregistration: previous registration
Aug 23, 2004 to Feb 1, 2006factForm ADV

Dated events

No dated event names this entity yet.