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
Alex Phillip Graham
Certified Financial Planner
Feed of 09/14/2026
Also filed as Alex Phillip Grahm
At current firm
0 y
since Apr 14, 2026
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Tanara Wealth Management LLC independent RIA currentsince Apr 14, 2026 · Lehi, Ut
- Andina Advisors independent RIASep 20, 2022 to Apr 8, 2026 · Logan, Ut
- Searcy Financial Services, Inc. independent RIANov 5, 2020 to Sep 1, 2022 · Lake Oswego, Or
- Allos Investment Advisors, LLC independent RIANov 5, 2020 to Sep 1, 2022 · Lake Oswego, Or
Moves
a registration end followed by a registration begin elsewhere
- Andina Advisors to Tanara Wealth Management LLCleft Apr 8, 2026, registered Apr 14, 2026 (6 days) · RIA to a newly registered adviser · moved with a team
- Searcy Financial Services, Inc. to Allos Investment Advisors, LLCleft Sep 1, 2022, registered Nov 5, 2020 (-665 days) · RIA to RIA
- Allos Investment Advisors, LLC to Andina Advisorsleft Sep 1, 2022, registered Sep 20, 2022 (19 days) · RIA to RIA
Signals
- Alex Phillip Graham left Andina Advisors for Tanara Wealth Management Llc (registered 2026-04-14)Apr 8, 2026 · Advisor changed firm · fact
- Alex Phillip Graham left Allos Investment Advisors, Llc for Andina Advisors (registered 2022-09-20)Sep 1, 2022 · Advisor changed firm · fact
- Alex Phillip Graham left Searcy Financial Services, Inc. for Allos Investment Advisors, Llc (registered 2020-11-05)Sep 1, 2022 · Advisor changed firm · fact
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address