# AMY ELIZABETH IRVINE

AMY ELIZABETH IRVINE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with ROOTED PLANNING GROUP.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOTED PLANNING GROUP](https://search.stillhousedata.com/firm/284120) | 2021-03-01 | present | Yes |
| [PINNACLE FINANCIAL WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/175282) | 2015-05-07 | 2016-11-14 | — |
| [BURNS MATTESON CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/118315) | 2011-07-07 | 2015-11-04 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-01-02 | 2011-04-28 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2007-03-21 | 2009-01-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4868740)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4868740.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.