DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Anthony Phillips
Certified Financial Planner
Feed of 09/15/2026
At current firm
9 y
since Feb 9, 2017
In the industry
15 y
since Apr 26, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Verus Capital Partners, LLC independent RIA currentsince Feb 9, 2017 · Phoenix, Az
- J. W. Cole Advisors, Inc. BD affiliatedMay 10, 2013 to Feb 7, 2017 · Tampa, Fl
- Financial Advisers Of America, LLC formerJun 3, 2011 to May 10, 2013 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- J. W. Cole Advisors, Inc. to Verus Capital Partners, LLCleft Feb 7, 2017, registered Feb 9, 2017 (2 days) · Other · moved with a team
- Financial Advisers Of America, LLC to J. W. Cole Advisors, Inc.left May 10, 2013, registered May 10, 2013 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The 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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address