# WALKER WINFREE PHILLIPS

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC](https://search.stillhousedata.com/firm/164198) | 2022-07-11 | present | Yes |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2022-06-17 | present | Yes |
| [PALLADIUM REGISTERED INVESTMENT ADVISORS](https://search.stillhousedata.com/firm/145076) | 2015-10-08 | 2022-09-02 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2013-12-17 | 2015-10-05 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-09-21 | 2013-12-03 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2011-09-22 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2009-01-26 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5620609)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5620609.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.