PHILLIPS RICHARD LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PHILLIPS RICHARD LYNN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PHILLIPS FINANCIAL MANAGEMENT, LLC | MANAGING MEMBER | FORT WAYNE, IN |
| — | Form ADV | EAGLE WEALTH STRATEGIES, LLC | CHIEF COMPLIANCE OFFICER | MULLICA HILL, NJ |
| — | Form ADV | OAK VALUE CAPITAL MANAGEMENT, INC | SVP, DIRECTOR OF RESEARCH, PORTFOLIO MGR, AND DIRECTOR | CHAPEL HILL, NC |
| — | Form ADV | PHILLIPS FINANCIAL MANAGEMENT, LLC | INVESTOR | PHOENIX, AZ |