# PHILIP THOMAS PLATT

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FOCUS PARTNERS WEALTH, LLC](https://search.stillhousedata.com/firm/159289) | 2025-07-02 | present | Yes |
| [BORDEAUX WEALTH ADVISORS](https://search.stillhousedata.com/firm/287758) | 2023-05-10 | 2025-10-03 | — |
| [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | 2014-10-21 | 2023-05-10 | — |
| [APPROPRIATE BALANCE FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/105458) | 2005-06-14 | 2009-05-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4811718)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4811718.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.