PHILIP JOSEPH FLOYD is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with WORTH ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WORTH ASSET MANAGEMENT, LLC | 2021-02-05 | present | Yes |
| RPOA ADVISORS, INC. | 2016-01-07 | 2021-02-18 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2014-01-17 | 2015-12-18 | — |
| SMITH ANGLIN FINANCIAL, LLC | 2007-08-17 | 2014-01-15 | — |
| AVANTAX ADVISORY SERVICES | 2004-07-16 | 2007-08-21 | — |