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Inactive

Cory James Phillips

Focus Partners Wealth, LLC

Pittsburg, PA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-22
  • PA RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22

Branch Locations

680 Anderson Drive Foster Plaza Ten - Suite 350, Pittsburg, PA 15220 • 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 07/2016 06/2021
Fort Pitt Capital Group Llc Pittsburgh PA 06/2021 10/2024
Kovitz Investment Group Partners, Llc Pittsburgh PA 11/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 07/2016 → 06/2021
    Edward Jones
    St Louis, MO
  • 06/2021 → 10/2024
    Fort Pitt Capital Group Llc
    Pittsburgh, PA
  • 11/2024 → Present
    Kovitz Investment Group Partners, Llc
    Pittsburgh, PA
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
  • S66 Uniform Combined State Law Examination
    2016-08-29
Designations
Other Names
  • Cory Phillips

View on SEC IAPD

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