Philip Jude Fogli

Current Employers

Employment History

• 09/2010 → Present
  Frs Capital Management
  King Of Prussia, PA
• 04/2011 → Present
  Excel Fiduciary Retirement Solutions
  King Of Prussia, PA
• 02/2016 → Present
  Lpl Financial, Llc
  Wayne, PA
• 02/2016 → Present
  Global Retirement Partners, Llc
  King Of Prussia, PA

Previous Registrations

• 2010-09-27 → 2016-02-19
  Geneos Wealth Management, Inc.
  King Of Prussia, PA
• 2009-05-20 → 2010-09-29
  Raymond James Financial Services Advisors, Inc
  King Of Prussia, PA
• 2005-02-17 → 2009-05-11
  Principal Securities, Inc.
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1. 2/22/2016: FRS Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2010 - 100 Hours Per Month/70 Hours During Securities Trading - Time Spent 50%. 2. 2/22/2016: Exude - FRS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/15/2016 - 160 Hours Per Month/40 During Securities Trading - Time Spent 100%. 3. 2/22/2016: Excel FRS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2010 - 100 Hours Per Month/70 During Securities Trading - Time Spent 50%. 4. 2/22/22016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2009 - 2 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Disability, Fixed Annuities, Health, Life. 5. 2/25/2016: Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/15/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - IAR. 6. 5/25/2017 - FRS Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/16/17 - 120 Hours Per Month/5 Hours During Securities Trading. 7. 5/25/2017 - Exude FRS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/16/17 - 120 Hours Per Month/5 Hours During Securities Trading. 8. 1/13/2020 - FRS Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 9. 03/28/2022 - FRS Capital Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-01

Designations