# PHILLIP ANTHONY MATHESON

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ACCELERATE INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/325859) | 2023-05-15 | present | Yes |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2021-12-02 | 2023-07-31 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2018-12-03 | 2022-01-06 | — |
| [IFP ADVISORS, LLC](https://search.stillhousedata.com/firm/125112) | 2016-12-05 | 2018-12-31 | — |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2016-04-20 | 2016-12-02 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2014-08-14 | 2016-09-22 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2010-03-08 | 2014-08-12 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2007-10-03 | 2010-03-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3032213)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3032213.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.