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

TANARA 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

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Nov 5, 2020

Dual registered

no

Other names

Alex Phillip Grahm

IAPD individual key

7247089

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Alex Phillip Graham left Andina Advisors for Tanara Wealth Management Llc (registered 2026-04-14)

  Form ADVobserved 5 days ago
• Occurred

  Sep 1, 2022
  Advisor changed firm

  Alex Phillip Graham left Allos Investment Advisors, Llc for Andina Advisors (registered 2022-09-20)

  Form ADVobserved 5 days ago
• Occurred

  Sep 1, 2022
  Advisor changed firm

  Alex Phillip Graham left Searcy Financial Services, Inc. for Allos Investment Advisors, Llc (registered 2020-11-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d31dfdb8-ae11-4839-b7e9-273115bf86f6

First observed

Nov 5, 2020

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.