# Phillip Michael Kline

Phillip Michael Kline is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STEWARD PARTNERS INVESTMENT ADVISORY, LLC](https://search.stillhousedata.com/firm/283004) | 2022-05-24 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-10-29 | 2022-05-24 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2018-12-26 | 2021-10-22 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2017-11-08 | 2018-12-20 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2014-11-21 | 2017-10-31 | — |
| [T. ROWE PRICE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/108958) | 2014-07-10 | 2014-10-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6132599)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6132599.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.