PAUL JOSEPH PHILLIPS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with SYNERGY ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SYNERGY ASSET MANAGEMENT, LLC | 2023-02-03 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2009-01-12 | 2020-12-31 | — |
| TD AMERITRADE, INC. | 2009-01-12 | 2021-01-11 | — |
| SECOND LOOK FINANCIAL, LLC. | 2006-10-27 | 2009-04-13 | — |
| CUE FINANCIAL GROUP, INC. | 2002-01-01 | 2002-06-11 | — |