# DALE ANDREW PHILLIPS

DALE ANDREW PHILLIPS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with FORTITUDE FAMILY OFFICE.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FORTITUDE FAMILY OFFICE](https://search.stillhousedata.com/firm/317615) | 2022-01-21 | present | Yes |
| [TARBOX FAMILY OFFICE, INC.](https://search.stillhousedata.com/firm/106079) | 2020-04-27 | 2021-11-04 | — |
| [MRA ASSOCIATES](https://search.stillhousedata.com/firm/152734) | 2014-04-23 | 2020-02-06 | — |
| [KEATS, CONNELLY & ASSOCIATES, INC](https://search.stillhousedata.com/firm/148884) | 2009-04-09 | 2014-03-25 | — |
| [CROSS BORDER TAX & ACCOUNTING, LLC](https://search.stillhousedata.com/firm/110874) | 2009-03-13 | 2011-10-21 | — |
| [KEATS CONNELLY AND ASSOCIATES INC.](https://search.stillhousedata.com/firm/110604) | 2009-03-13 | 2009-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5610375)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5610375.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.