# JOEL DANIEL PHILLIPS

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | 2025-03-14 | present | Yes |
| [FIDUCIARY SERVICES LLC](https://search.stillhousedata.com/firm/314777) | 2022-01-10 | 2025-08-12 | — |
| [SANCTUARY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/148779) | 2013-05-08 | 2025-03-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5540852)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5540852.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.