PHILIP THOMAS PLATT is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2025-07-02 | present | Yes |
| BORDEAUX WEALTH ADVISORS | 2023-05-10 | 2025-10-03 | — |
| COLDSTREAM WEALTH MANAGEMENT | 2014-10-21 | 2023-05-10 | — |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC | 2005-06-14 | 2009-05-20 | — |