Penny Alexandra Phillips of Summit, NJ appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Penny Alexandra Phillips appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-11 | Form ADV | JOURNEY STRATEGIC WEALTH LLC | MEMBER / MANAGER | SUMMIT, NJ |
| 2025-05-06 | Form 13F | JOURNEY STRATEGIC WEALTH LLC | Co-Founder, President | SUMMIT, NJ |