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Phillip Ferguson Saunders

Joss Brown Wealth Advisors

Newport News, VA

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Current Employers
Joss Brown Wealth Advisors

1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-19
  • VA RA
    APPROVED
    Since 2023-03-19

Branch Locations

751 Thimble Shoals Blvd, Suite C, Newport News, VA 23606 • 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
Partners In Financial Planning Salem VA 06/2020 08/2020
Saunders Brothers Inc Piney River VA 01/2010 06/2020
Joss Brown Wealth Advisors Williamsburg VA 06/2021 Present
Crossroads Camp Lowesville VA 06/2014 08/2018
Virginia Future Farmers Of America Association Blacksburg VA 07/2017 08/2018
Virginia Tech Blacksburg VA 08/2020 06/2021
Joss Brown Wealth Advisors Group Llc Williamsburg VA 02/2023 Present
  • 06/2020 → 08/2020
    Partners In Financial Planning
    Salem, VA
  • 01/2010 → 06/2020
    Saunders Brothers Inc
    Piney River, VA
  • 06/2021 → Present
    Joss Brown Wealth Advisors
    Williamsburg, VA
  • 06/2014 → 08/2018
    Crossroads Camp
    Lowesville, VA
  • 07/2017 → 08/2018
    Virginia Future Farmers Of America Association
    Blacksburg, VA
  • 08/2020 → 06/2021
    Virginia Tech
    Blacksburg, VA
  • 02/2023 → Present
    Joss Brown Wealth Advisors Group Llc
    Williamsburg, VA
Previous Registrations
  • 2021-08-17 → 2023-03-31
    Joss Brown Wealth Advisors, Llc
    Newport News, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-05
  • S65 Uniform Investment Adviser Law Examination
    2021-08-05

View on SEC IAPD

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