Philip Martin Cole is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-02-05 | present | Yes |
| MERITAGE PORTFOLIO MANAGEMENT, INC. | 2022-08-29 | 2026-03-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-10-29 | 2022-08-26 | — |