# Philip Telpner

Philip Telpner is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with LIFEWORKS ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIFEWORKS ADVISORS, LLC](https://search.stillhousedata.com/firm/288255) | 2023-01-09 | present | Yes |
| [BREAKOUT PRIVATE WEALTH LLC](https://search.stillhousedata.com/firm/307339) | 2020-07-29 | 2023-04-10 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2017-07-06 | 2020-07-27 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2015-09-01 | 2017-06-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4200379)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4200379.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.