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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-06 |
Branch Locations
110 Phoenixville Pike Suite 100, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 01/2019 | 06/2019 |
| Myrmidon Group | Hatboro | PA | 10/2017 | 11/2018 |
| Harvest Seasonal Wine Bar And Grill | Glen Mills | PA | 08/2017 | 08/2017 |
| Travel | Bangkok | 07/2017 | 08/2017 | |
| Harvest Seasonal Wine Bar And Grill | Glen Mills | PA | 01/2017 | 06/2017 |
| Bentley Systems | Exton | PA | 10/2016 | 06/2017 |
| Esm | Philadelphia | PA | 09/2016 | 09/2016 |
| Kuztown University | Kutztown | PA | 08/2011 | 05/2017 |
| Bank Of America, N.A. | Wilmington | DE | 03/2019 | 06/2019 |
| Janney Montgomery Scott Llc | Greenville | DE | 06/2019 | 08/2020 |
| Gunton Coporation | Pottstown | PA | 08/2020 | 07/2021 |
| Kevin Phillips Llc | Dowingtown | PA | 07/2021 | 11/2023 |
| New York Life | Bala Cynwyd | PA | 11/2023 | 02/2026 |
| Nylife Securities Llc | Bala Cynwyd | PA | 01/2024 | 02/2026 |
| Lpl Enterprise Llc | Malvern | PA | 03/2026 | Present |
1. 03/04/2026 - KEVIN PHILLIPS II N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Newtown AR - Inv Related - OBA Start Date: 02/26/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading" 2. 03/04/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Newtown Square PA - Inv Related - OBA Start Date: 02/26/2026 -160 Hour(s)/Month - 160 Hour(s) During Trading" 3. 03/04/2026 - Kevin Phillips LLC - Outside/W-2 Employment - Downingtown PA - Not Inv Related - OBA Start Date: 01/01/2023 - 40 Hour(s)/Month - 10 Hour(s) During Trading"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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