Philip Dunwoody Cox

Current Employers

Bluestone Wealth Planning, Llc

3350 Riverwood Pkwy, Nw Suite 1900, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2013-10-31

GA RA
APPROVED

Since 2013-10-31

Branch Locations

3350 Riverwood Pkwy, Nw Suite 1900, Atlanta, GA 30339 • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Bluestone Wealth Planning, Llc	Atlanta	GA	10/2013	Present

10/2013 → Present

Bluestone Wealth Planning, Llc

Atlanta, GA

Previous Registrations

2010-04-01 → 2013-10-23

Intl Advisory Consultants Inc.

Birmingham, AL
2007-09-26 → 2010-03-15

J P Turner & Company Capital Management, Llc

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-03-01
S63	Uniform Securities Agent State Law Examination	1997-03-20

S65 Uniform Investment Adviser Law Examination

2001-03-01
S63 Uniform Securities Agent State Law Examination

1997-03-20

Designations

View on SEC IAPD

Current Employers

Bluestone Wealth Planning, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews