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

THE FIDUCIARY ALLIANCE

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 28, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Aug 28, 1997

First registration

Jun 9, 2011

Dual registered

no

Other names

DANIEL L PHILLIPS

IAPD individual key

2776440

• Occurred

  Nov 19, 2024
  Advisor changed firm

  Daniel Lee Phillips left Madison Park Capital Advisors, Llc for The Fiduciary Alliance (registered 2024-11-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:abcfe55a-c01b-0355-6087-515a977164f1

First observed

Jun 9, 2011

Last observed

Sep 14, 2026 7 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.