Phillip Simcox is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with HARBOR CAPITAL ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| HARBOR CAPITAL ADVISORS, INC. | 2024-08-13 | present | Yes |
| CORIENT PRIVATE WEALTH LP | 2022-12-14 | 2023-06-06 | — |
| BALASA DINVERNO FOLTZ LLC | 2021-02-02 | 2023-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2019-12-09 | 2020-11-16 | — |