JOEL DANIEL PHILLIPS is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with MERIT FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERIT FINANCIAL GROUP, LLC | 2025-03-14 | present | Yes |
| FIDUCIARY SERVICES LLC | 2022-01-10 | 2025-08-12 | — |
| SANCTUARY WEALTH MANAGEMENT, LLC | 2013-05-08 | 2025-03-14 | — |