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Joshua Lowell Phillips

Crews & Associates, Inc.

Little Rock, AR

CRD 5405016

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Employer firm

Crews & Associates, Inc. CRD 8052

$181M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Crews & Associates, Inc.

4007 N Rodney Parham Road, Little Rock, AR 72212 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2018-04-26
  • AR RA
    APPROVED
    Since 2018-04-26

Branch Locations

4007 N Rodney Parham Rd, Little Rock, AR 72212 • 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
Crews & Associates, Inc. Little Rock AR 08/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-26
S63 Uniform Securities Agent State Law Examination 2008-07-31
  • S66 Uniform Combined State Law Examination
    2018-04-26
  • S63 Uniform Securities Agent State Law Examination
    2008-07-31
Other Names
  • Josh Lowell Phillips

View on SEC IAPD

Nearby Firms

EDWARD JONES
ARVEST WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Thomas Milton Howard
Ammie Thompson
Chera Kaye Moore

Nearby Offices

EDWARD JONES · LITTLE ROCK, AR
ARVEST WEALTH MANAGEMENT · LITTLE ROCK, AR
STATE FARM INVESTMENT MANAGEMENT CORP. · Little Rock, AR

More in Little Rock, AR

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