# PHILIP JOSEPH FLOYD

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WORTH ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/166970) | 2021-02-05 | present | Yes |
| [RPOA ADVISORS, INC.](https://search.stillhousedata.com/firm/157222) | 2016-01-07 | 2021-02-18 | — |
| [FORVIS MAZARS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/110905) | 2014-01-17 | 2015-12-18 | — |
| [SMITH ANGLIN FINANCIAL, LLC](https://search.stillhousedata.com/firm/144386) | 2007-08-17 | 2014-01-15 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2004-07-16 | 2007-08-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4356937)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4356937.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.
