Best Investors Account Sign in

Phillip Simcox

Harbor Capital Advisors, Inc.

Chicago, IL

Chicago, IL

Claim This Profile
Current Employers
Harbor Capital Advisors, Inc.

111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-13
  • IL RA
    APPROVED
    Since 2024-08-13

Branch Locations

Chicago, IL • United States

111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • 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
Charles Schwab & Co., Inc. Indianapolis IN 06/2019 11/2020
Rolls Royce Indianapolis IN 05/2018 08/2018
Turk Lawncare Greenwood IN 05/2017 08/2017
Indiana University Bloomington IN 08/2015 05/2019
Balasa Dinverno Foltz Llc Itasca IL 01/2021 08/2024
Ci Bdf Private Wealth Itasca IL 12/2022 08/2024
Harbor Capital Advisors, Inc. Chicago IL 08/2024 Present
Harbor Funds Distributors, Inc. Chicago IL 08/2024 Present
  • 06/2019 → 11/2020
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 05/2018 → 08/2018
    Rolls Royce
    Indianapolis, IN
  • 05/2017 → 08/2017
    Turk Lawncare
    Greenwood, IN
  • 08/2015 → 05/2019
    Indiana University
    Bloomington, IN
  • 01/2021 → 08/2024
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 12/2022 → 08/2024
    Ci Bdf Private Wealth
    Itasca, IL
  • 08/2024 → Present
    Harbor Capital Advisors, Inc.
    Chicago, IL
  • 08/2024 → Present
    Harbor Funds Distributors, Inc.
    Chicago, IL
Previous Registrations
  • 2022-12-14 → 2023-06-06
    Corient
    Itasca, IL
  • 2021-02-02 → 2023-03-31
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 2019-12-09 → 2020-11-16
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-18
S66 Uniform Combined State Law Examination 2019-12-09
  • S63 Uniform Securities Agent State Law Examination
    2025-09-18
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Phillip M Simcox

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor