Phillips Mcleod Bragg

Current Employers

Employment History

• 06/1996 → Present
  Bragg Financial Advisors
  Charlotte, NC
• 05/2000 → 09/2020
  Queens Road Securities, Llc
  Charlotte, NC

Other Businesses

1.) 1031 S, LLC, CHARLOTTE, NC, 8.68% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS M. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 2.) 2500 DISTRIBUTION STREET INVESTORS, LLC, CHARLOTTE, NC, 16.225% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS M. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 3.) TRACT 5239 INVESTORS, LLC, CHARLOTTE, NC, 9.99% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS M. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 4.) MCLEAN INVESTMENT LIMITED PARTNERSHIP, CAPE CARTERET, NC, 11.37% LIMITED PARTNER, NON-INVESTMENT RELATED, PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON TRADING HOURS. 5.) ESPADILLA OCEAN CLUB 5A, L.P., 6.7% LIMITED PARTNER, NON-INVESTMENT RELATED, PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 6.) IREDELL AVENUE RESIDENTIAL DEVELOPMENT, LLC, CHARLOTTE, NC, 20% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS M. BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 7.) SEVENTY THREE, LLC, CHARLOTTE, NC, 25% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON-TRADING HOURS. 8.) NEW MILLENNIUM COMMUNICATIONS, LLC, ORGANIZED IN NORTH CAROLINA, 16.6644% LLC MEMBER, NON-INVESTMENT RELATED , PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THE ACTIVITY DURING TRADING AND NON-TRADING HOURS. 9.) OWNER OF A RENTAL HOUSE - 16240 MCAULEY RD., HUNTERSVILLE, NC 28078, NON-INVESTMENT RELATED, PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING HOURS AND 1-2 HOURS PER MONTH DURING NON-TRADING HOURS. 10.) EDGEMONT, LTD - FISHING CLUB LOCATED IN NC AND TN, TREASURER, NON-INVESTMENT RELATED, PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING HOURS AND 5 HOURS PER MONTH DURING NON-TRADING HOURS, NO COMPENSATION. 11.) CENTERLANE ELEVON COTTAGES, 1.4925% LLC - LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON TRADING HOURS. 12.) GOLDEN CERAMIC DENTAL LAB - PRIVATE EQUITY INVESTMENT, NON-INVESTMENT RELATED, PHILLIPS SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON TRADING HOURS. 13.) UPNEXT - START UP VENTURE, PRIVATE EQUITY INVESTMENT, NON-INVESTMENT RELATED, PHILLIPS SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON TRADING HOURS. 14.) WEALTH ARCHITECT, INC. - SAFE INVESTMENT, SOFTWARE COMPANY, PHILLIPS SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING AND NON TRADING HOURS. 15.) 605 LEXINGTON, LLC, CHARLOTTE, NC, 25% LIMITED LIABILITY MEMBER, NON-INVESTMENT RELATED, PHILLIPS BRAGG SPENDS ZERO HOURS PER MONTH ON THIS ACTIVITY DURING TRADING HOURS AND ZERO HOURS PER MONTH DURING NON-TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-13
• S63 Uniform Securities Agent State Law Examination
  1997-01-23

Designations

Other Names

• Phillips Mccleod Bragg