Inactive

Kayla C Phillips

Purposeful Strategic Partners

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Current Employers

Purposeful Strategic Partners

Alta Loma, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-13

CA RA
APPROVED

Since 2025-11-13

Branch Locations

Sacramento, CA • United States

Alta Loma, CA • 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

Organization	City	State	From	To
Rw Baird	Roseville	CA	06/2021	08/2023
Matrix Medical Network	Scottsdale	AZ	05/2017	04/2021
Enterprise Holdings	Phoenix	AZ	04/2016	05/2017
St. Clair Financial	Roseville	CA	10/2023	11/2024
N/A	Sacramento	CA	12/2024	04/2025
Purposeful Sp	Alta Loma	CA	05/2025	Present

06/2021 → 08/2023

Rw Baird

Roseville, CA
05/2017 → 04/2021

Matrix Medical Network

Scottsdale, AZ
04/2016 → 05/2017

Enterprise Holdings

Phoenix, AZ
10/2023 → 11/2024

St. Clair Financial

Roseville, CA
12/2024 → 04/2025

N/A

Sacramento, CA
05/2025 → Present

Purposeful Sp

Alta Loma, CA

Previous Registrations

2022-01-31 → 2023-08-18

Robert W. Baird & Co. Incorporated

Roseville, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-31

S66 Uniform Combined State Law Examination

2022-01-31

Designations

View on SEC IAPD

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