DFX Intelligence
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Registered advisor
P••••• J••••••• S•••
Certified Financial Planner
Feed of 09/14/2026
Also filed as P••••• J•••••••• S•••
At current firm
11 y
since Jan 2, 2015
In the industry
28 y
since Apr 13, 1998 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
what the firm itself publishes, with the page it was read from
- Title
- F•••••• / M••••••• D•••••••reportedWWW.SHERWEALTH.COMfirm site, Sep 16, 2026
- Designations
- CFP, CRCreportedsherwealth.comas printed on the bio page, Sep 16, 2026
- Founder
- “As the F•••••• and M••••••• D••••••• of T•• S••• W••••• M••••••••• G••••, an independent B•••••, M••••••••• investment services firm, P••••• vision is to provide exceptional service and help his clients confidently pur”reportedsherwealth.comthe sentence on the bio page
- Years, as the firm states
- 35reportedsherwealth.com“Phil S••• is a CERTIFIED FINANCIAL PLANNER TM practitioner and a Certified Retirement Counselor with more than 35 years of experience in the financial services industry, including the last 20 years exclusively in the comprehensive wealth ma”
- Business email
- ••• LockedreportedWWW.SHERWEALTH.COMfirm site, Sep 16, 2026
- Professional profile
- ••• LockedreportedWWW.SHERWEALTH.COMfirm site, Sep 16, 2026
- Professional profile
- ••• LockedreportedWWW.SHERWEALTH.COMfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
- T•• S••• W••••• M••••••••• G•••• independent RIA currentsince Jan 2, 2015 · Needham, Ma
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address