CHARLES PHELPS is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-06-29 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2021-04-02 | 2022-05-08 | — |
| TD AMERITRADE, INC. | 2020-01-27 | 2021-01-11 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2020-01-17 | 2020-12-31 | — |