Matthew Stuart Phillips

Current Employers

Employment History

• 01/2015 → 02/2017
  Uber
  San Francisco, CA
• 01/2015 → 02/2017
  Lyft
  San Francisco, CA
• 12/2015 → 09/2017
  Waddell & Reed Inc
  Brea, CA
• 07/2016 → 09/2017
  Various Insurance Carriers For W&R Insurance Agencies
  La Habra, CA
• 09/2017 → Present
  Lincoln Investment Llc
  Fort Washington, PA
• 09/2017 → 09/2019
  Legend Advisory Llc
  West Palm Beach Gardens, FL
• 04/2019 → Present
  K2 Financial Inc.
  Glendora, CA

Previous Registrations

• 2017-09-25 → 2019-10-04
  Legend Advisory, Llc
  San Dimas, CA
• 2016-06-08 → 2017-09-28
  Waddell & Reed
  Brea, CA
  Riverside, CA

Other Businesses

K2 Financial POSITION: IAR NATURE: Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 6/1/19 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: IAR K2 BENEFITS GROUP POSITION: Agent/Producer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2019 ADDRESS: 233 S Glendora Ave, Glendora CA 91741, United States DESCRIPTION: Work as a producer KRELLWITZ, KURIMOTO & ASSOCIATES POSITION: Planner/Agent, Senior Service Advisor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2017 ADDRESS: 233 S Glendora Ave, Glendora CA 91741-3419, United States DESCRIPTION: Offer clients insurance. Also DBA for Lincoln business.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-08

Designations

Other Names

• Matt Phillips