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Drew Parson Phillips

Practicecfo Investments

San Diego, CA

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Current Employers
Practicecfo Investments

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-07-26
  • CA RA
    APPROVED
    Since 2018-07-26

Branch Locations

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • 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
Silver Coast Investments Llc D/B/A Practicecfo Investments San Diego CA 02/2018 Present
Medimpact Healthcare Systems, Inc. San Diego CA 06/2016 02/2018
  • 02/2018 → Present
    Silver Coast Investments Llc D/B/A Practicecfo Investments
    San Diego, CA
  • 06/2016 → 02/2018
    Medimpact Healthcare Systems, Inc.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-02
  • S65 Uniform Investment Adviser Law Examination
    2018-03-02

View on SEC IAPD

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