# MATTHEW STUART PHILLIPS

MATTHEW STUART PHILLIPS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, K2 FINANCIAL INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [K2 FINANCIAL INC.](https://search.stillhousedata.com/firm/300913) | 2019-05-30 | present | Yes |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2017-09-25 | present | Yes |
| [LEGEND ADVISORY, LLC](https://search.stillhousedata.com/firm/104761) | 2017-09-25 | 2019-10-04 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2016-06-08 | 2017-09-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5299441)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5299441.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.