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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| GA | RA | APPROVED | 2024-10-16 |
Branch Locations
1111 Glynco Parkway Suite #36, Brunswick, GA 31525 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Savannah | GA | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 11/2016 | 03/2018 |
| Lpl Financial Llc | Brunswick | GA | 03/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | Present |
| Phillips Wealth Management Group, Llc | Brunswick | GA | 03/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: PHILLIPS WEALTH MANAGEMENT GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING COMPANY START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: OWNER/CEO APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 60 BRIEF DESCRIPTION OF DUTIES: OWNER OPERATOR FINANCIAL PLANNING AND ADVISORY COMPANY 2. NAME OF OTHER BUSINESS: EXCHANGE CLUB OF BRUNSWICK BENEVOLENT FUND INVESTEMENT RELATED: NO ADDRESS: BRUNSWICK, GA NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 7/2021 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: TO REPORT ON THE FINANCIAL HOLDINGS OF THE FUND 3. NAME OF OTHER BUSINESS: SOUTH GEORGIA CHARTERS AND SPORTING ADVENTURES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOAT CHARTERS & SPORTING ADVENTURES; START DATE: 7/31/26; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK:3; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: BOAT CHARTERS & SPORTING ADVENTURES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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