WALKER WINFREE PHILLIPS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CERITY PARTNERS LLC, CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 2022-07-11 | present | Yes |
| CERITY PARTNERS LLC | 2022-06-17 | present | Yes |
| PALLADIUM REGISTERED INVESTMENT ADVISORS | 2015-10-08 | 2022-09-02 | — |
| WADDELL & REED | 2013-12-17 | 2015-10-05 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-09-21 | 2013-12-03 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-09-22 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2009-01-26 | 2009-06-01 | — |