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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-09 |
Branch Locations
2700 Patriot Suite 2700, Glenview, IL 60026 • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanely | Northbrook | IL | 06/2015 | 06/2017 |
| Jpmorgan Chase & Co. | Glenview | IL | 06/2017 | 06/2020 |
| Breakout Private Wealth Llc | Northbrook | IL | 03/2020 | Present |
| Lifeworks Advisors, Llc | Glenview | IL | 01/2023 | Present |
1. Insurance Sales; 700 Patriot, Suite 2700, Glenview, IL 60026; Non-investment related; Approximately 10% of time during the month 2. Philip is dually-registered with Lifeworks Advisors, LLC and Breakout Private Wealth. Philip has served as an investment advisor representative for Lifeworks Advisors, LLC and an investment advisor representative of Breakout Private Wealth since January, 2023. Business is conducted from 2700 Patriot, Suite 2700, Glenview, IL 60026. Approximately 90% of Philip's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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