# PAUL JOSEPH PHILLIPS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SYNERGY ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/117201) | 2023-02-03 | present | Yes |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2009-01-12 | 2020-12-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2009-01-12 | 2021-01-11 | — |
| [SECOND LOOK FINANCIAL, LLC.](https://search.stillhousedata.com/firm/128028) | 2006-10-27 | 2009-04-13 | — |
| [CUE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/21033) | 2002-01-01 | 2002-06-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2256109)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2256109.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.