PHILLIP ANTHONY MATHESON is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with ACCELERATE INVESTMENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 2023-05-15 | present | Yes |
| WEALTHSPIRE RETIREMENT ADVISORY | 2021-12-02 | 2023-07-31 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2018-12-03 | 2022-01-06 | — |
| IFP ADVISORS, LLC | 2016-12-05 | 2018-12-31 | — |
| KESTRA ADVISORY SERVICES, LLC | 2016-04-20 | 2016-12-02 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2014-08-14 | 2016-09-22 | — |
| FINANCIAL TELESIS INC | 2010-03-08 | 2014-08-12 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-10-03 | 2010-03-03 | — |