DAVID J PHILLIPS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with VALLEY WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VALLEY WEALTH STRATEGIES, LLC | 2017-12-12 | present | Yes |
| VALLEY WEALTH STRATEGIES | 2017-11-16 | 2017-12-31 | — |
| NATIONAL PLANNING CORPORATION | 2009-11-04 | 2017-11-29 | — |