# PHILIP JAMES WALLIN

PHILIP JAMES WALLIN is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with VALEO FINANCIAL ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VALEO FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/127132) | 2019-11-04 | present | Yes |
| [ATLAS FINANCIAL](https://search.stillhousedata.com/firm/171871) | 2014-06-25 | 2020-05-04 | — |
| [VERUS FINANCIAL PARTNERS, INC.](https://search.stillhousedata.com/firm/106744) | 2013-07-30 | 2014-04-14 | — |
| [HERITAGE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137484) | 2013-03-18 | 2013-07-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6175669)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6175669.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.