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Inactive

Philip Thomas Alford

Facet

Johnson City, TN

West Palm Beach, FL

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Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-08-18
TX RA APPROVED 2026-08-18
  • TN RA
    APPROVED
    Since 2026-08-18
  • TX RA
    APPROVED
    Since 2026-08-18

Branch Locations

Johnson City, TN • United States

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • 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
Edward Jones St Louis MO 03/2016 05/2020
Fidelity Investments Johnson City TN 05/2020 12/2022
Values First Advisors Inc Johnson City TN 02/2023 04/2025
Edward Jones St Louis MO 04/2025 06/2025
The O.N. Equity Sales Company Cincinnati OH 06/2025 08/2026
Facet West Palm Beach FL 08/2026 Present
  • 03/2016 → 05/2020
    Edward Jones
    St Louis, MO
  • 05/2020 → 12/2022
    Fidelity Investments
    Johnson City, TN
  • 02/2023 → 04/2025
    Values First Advisors Inc
    Johnson City, TN
  • 04/2025 → 06/2025
    Edward Jones
    St Louis, MO
  • 06/2025 → 08/2026
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 08/2026 → Present
    Facet
    West Palm Beach, FL
Previous Registrations
  • 2025-06-30 → 2026-08-06
    On Investment Management Co
    Blountville, TN
  • 2025-04-21 → 2025-06-23
    Edward Jones
    Elizabethton, TN
  • 2023-02-14 → 2025-04-21
    Values First Advisors, Inc.
    Johnson City, TN
  • 2020-06-30 → 2022-12-07
    Fidelity Personal And Workplace Advisors
    Johnson City, TN
  • 2016-06-06 → 2020-05-14
    Edward Jones
    Maryland Heights, MO
    Maryland Heights, MO
    Morganton, NC
    Hattiesburg, MS
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
  • S66 Uniform Combined State Law Examination
    2025-05-16
Designations
Other Names
  • Philip T Alford
  • Philip Alford
  • Philip Thomas Alford

View on SEC IAPD

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