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Daniel Tedford Phillips

Eversource Wealth Advisors, LLC

Birmingham, AL

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-07
AL RA APPROVED 2020-10-01
  • TX RA
    APPROVED
    Since 2021-05-07
  • AL RA
    APPROVED
    Since 2020-10-01

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmss Wesson Wealth Solutions, Llc Birmingham AL 01/2016 09/2020
Eversource Wealth Advisors, Llc Birmingham AL 10/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-08
  • S65 Uniform Investment Adviser Law Examination
    2016-02-08
Designations

View on SEC IAPD

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