RONALD WAYNE PHILLIS is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2024-11-15 | present | Yes |
| IVERNIA CAPITAL, LLC | 2018-06-11 | 2025-02-21 | — |
| LAUREL WEALTH ADVISORS, INC. | 2015-10-27 | 2018-07-12 | — |
| UBS FINANCIAL SERVICES INC. | 2011-08-19 | 2015-11-04 | — |