# PHILLIP LEE TRUEBLOOD

PHILLIP LEE TRUEBLOOD is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with TRUEBLOOD WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUEBLOOD WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/321659) | 2023-03-01 | present | Yes |
| [STIFEL, NICOLAUS & COMPANY, INCORPORATED](https://search.stillhousedata.com/firm/793) | 2011-07-29 | 2022-07-08 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-01-01 | 2011-07-29 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 1999-06-02 | 2008-01-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/449772)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/449772.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.