SHANE DAVID PHILLIPS is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with PROVENANCE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PROVENANCE WEALTH ADVISORS, LLC | 2015-03-30 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2015-02-04 | 2023-08-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-12-06 | 2014-12-16 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2011-09-21 | 2013-08-22 | — |