Phylip Charles Simmons is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with ATS WEALTH MANAGEMENT, SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2026-06-10 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | 2026-01-21 | — |
| ATS WEALTH MANAGEMENT | 2025-03-18 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2022-05-05 | 2025-09-05 | — |
| FSC SECURITIES CORPORATION | 2018-10-25 | 2022-05-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-02-06 | 2018-05-04 | — |