# TODD L PHILLIPS

TODD L PHILLIPS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with NAVY FEDERAL INVESTMENT SERVICES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NAVY FEDERAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/138459) | 2025-07-17 | present | Yes |
| [NAVY FEDERAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/138459) | 2017-01-04 | 2020-10-19 | — |
| [NAVY FEDERAL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/144244) | 2015-08-19 | 2017-01-04 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2011-08-10 | 2015-07-24 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2011-05-23 | 2011-08-10 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2008-03-13 | 2011-05-24 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-06-28 | 2008-03-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5130088)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5130088.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.