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Rebecca Mcdonald Phillips

Disciplined Equity Management, Inc.

Atlanta, GA

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Current Employers
Disciplined Equity Management, Inc.

200 1St Street Suite 204, Neptune Beach, FL 32266 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-01
GA RA APPROVED 2012-11-29
  • TX RA
    APPROVED
    Since 2023-03-01
  • GA RA
    APPROVED
    Since 2012-11-29

Branch Locations

10 Glenlake Parkway Suite 130, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Disciplined Equity Management, Inc. Atlanta GA 11/2012 Present
Previous Registrations
  • 2009-06-25 → 2012-12-12
    Summit Wealth Management, Inc
    Atlanta, GA
  • 2003-03-20 → 2009-01-30
    Worsham & Sammons Wealth Management, Llc
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-24
  • S65 Uniform Investment Adviser Law Examination
    2004-03-24
Designations
Other Names
  • Rebecca Jane Mcdonald
  • Rebecca Mcdonald Denham

View on SEC IAPD

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SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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