# PHILIP ALAN GOLDSTEIN

PHILIP ALAN GOLDSTEIN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with 1ST FINANCIAL INVESTMENT, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [1ST FINANCIAL INVESTMENT, INC.](https://search.stillhousedata.com/firm/283072) | 2016-05-06 | present | Yes |
| [VERE GLOBAL WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/154312) | 2016-04-14 | 2025-08-11 | — |
| [KALOS MANAGEMENT](https://search.stillhousedata.com/firm/133025) | 2011-06-03 | 2014-02-14 | — |
| [WFG ADVISORS, LP](https://search.stillhousedata.com/firm/125073) | 2011-03-07 | 2011-07-07 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2004-10-08 | 2011-03-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1031460)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1031460.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.