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

WEALTHSPIRE ADVISORS

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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

First registration

Aug 5, 2020

Dual registered

no

Other names

Amanda Marie Phillips

IAPD individual key

7282750

• Occurred

  Jul 12, 2023
  Advisor changed firm

  Amanda Marie Phillips-Desaverio left Corundum Group, Inc. for Wealthspire Advisors (registered 2025-01-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:952a2bab-6e80-6ca8-ce78-55f7e4b98ddc

First observed

Aug 5, 2020

Last observed

Sep 15, 2026 4 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.