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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-12-16 |
Branch Locations
20 3Rd Street S.W. Suite 301, Winter Haven, FL 33880 • United States
Winter Haven, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2008 | Present |
| J. Phillips Investments, Llc | Winter Haven | FL | 11/2008 | Present |
1) INSURANCE SALES: LIFE & DISABILITY; 5% OF TIME SPENT ON INSURANCE SALES. 2) J. PHILLIPS INVESTMENTS, LLC - DBA FOR JULIE PHILLIPS - INVESTMENT ADVISOR 3) POA AND SUCCESSOR TRUSTEE FOR MULTIPLE FAMILY RELATED TRUSTS AND INDIVIDUALS, INVESTMENT RELATED. 4) TRUSTEE OF COMPANY RETIREMENT PLAN; J PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION. 5) CO-OWNER, PHILLWELL & ASSOCIATES, LLC; AN ENTITY CREATED FOR THE PURPOSE OF BUYING & MANAGING REAL ESTATE; LOCATED IN WINTER HAVEN, FL, AS OF 12/22/2010; 0% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-30 |
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