Phillip Ferguson Saunders

$162M regulatory AUM 10 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-03-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-05

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