DANIEL MATTHEW PHILLIPS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2023-08-30 | present | Yes |
| TD AMERITRADE, INC. | 2012-04-09 | 2015-03-18 | — |