PHILLIP BATTLE is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-05-02 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-04-04 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-26 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2020-09-16 | 2021-12-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-12-11 | 2020-09-08 | — |