# Phillip Simcox

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HARBOR CAPITAL ADVISORS, INC.](https://search.stillhousedata.com/firm/113042) | 2024-08-13 | present | Yes |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2022-12-14 | 2023-06-06 | — |
| [BALASA DINVERNO FOLTZ LLC](https://search.stillhousedata.com/firm/113630) | 2021-02-02 | 2023-03-31 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2019-12-09 | 2020-11-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7141063)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7141063.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.