# Philip Lawton Swann

Philip Lawton Swann is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with WELL-PLANNED FINANCIAL LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELL-PLANNED FINANCIAL LLC](https://search.stillhousedata.com/firm/304622) | 2019-07-29 | present | Yes |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2019-02-05 | 2019-04-12 | — |
| [THE HENDERSON GROUP](https://search.stillhousedata.com/firm/115840) | 2016-04-18 | 2018-11-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6638743)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6638743.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.