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RIA / WealthAdvisorCertified Financial Planner20 years in industry

MELISSA WETSIG PHILLIPPI

Advisor at BALENTINE

RALEIGH, NC | ATLANTA, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 21, 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: BALENTINE
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: Aug 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 18, 2006
First registration: Aug 21, 2006
Dual registered: no
Other names: MELISSA LYN WETSIG|MELISSA W. PHILLIPPI
IAPD individual key: 5169629

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
Balentine	Independent wealth	Aug 14, 2026	n/a	yes	ATLANTA, GA\|RALEIGH, NC	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jul 16, 2015	Jul 8, 2026	no	WILMINGTON, NC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 3, 2012	Jan 7, 2016	no	WILMINGTON, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	May 28, 2010	no	WILMINGTON, NC\|WILMINGTON, NC\|RALEIGH, NC	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 21, 2006	Oct 23, 2009	no	WILMINGTON, NC\|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
COMMONWEALTH FINANCIAL NETWORK	Balentine	Jul 8, 2026	Aug 14, 2026	37	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	COMMONWEALTH FINANCIAL NETWORK	Jan 7, 2016	Jul 16, 2015	-175	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	May 28, 2010	May 3, 2012	706	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ BALENTINERegistered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jul 16, 2015 to Jul 8, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
May 3, 2012 to Jan 7, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to May 28, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 21, 2006 to Oct 23, 2009factForm ADV

Dated events

Occurred
Jul 8, 2026
Advisor changed firm
Melissa Wetsig Phillippi left Commonwealth Financial Network for Balentine (registered 2026-08-14)
Form ADVobserved 6 days ago