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Gregory Paul Phillips

Cpc Advisors, LLC

Tampa, FL

Atlanta, GA

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Current Employers
Cpc Advisors, Llc

1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-27
FL RA APPROVED 2023-11-26
GA RA APPROVED 2023-11-13
TX RA APPROVED_RES 2023-11-13
  • VA RA
    APPROVED
    Since 2023-11-27
  • FL RA
    APPROVED
    Since 2023-11-26
  • GA RA
    APPROVED
    Since 2023-11-13
  • TX RA
    APPROVED_RES
    Since 2023-11-13

Branch Locations

12610 Race Track Road Suite 275B, Tampa, FL 33626 • United States

1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • 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
Raymond James & Associates, Inc. St. Petersburg FL 08/2016 07/2019
Raymond James Financial Services, Inc St Petersburg FL 07/2019 11/2023
Raymond James Financial Services Advisors St Petersburg FL 07/2019 11/2023
Raymond James Financial Services, Inc St. Petersburg FL 11/2023 Present
  • 08/2016 → 07/2019
    St. Petersburg, FL
  • 07/2019 → 11/2023
    Raymond James Financial Services, Inc
    St Petersburg, FL
  • 07/2019 → 11/2023
    Raymond James Financial Services Advisors
    St Petersburg, FL
  • 11/2023 → Present
    Raymond James Financial Services, Inc
    St. Petersburg, FL
Previous Registrations
Other Businesses

(1)Name of Business: CPC Advisors, LLC Address: 111 2nd Ave NE Ste 1250, Saint Petersburg, FL, 33701-3421, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Director of Compliance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-26
S63 Uniform Securities Agent State Law Examination 2010-02-24
  • S66 Uniform Combined State Law Examination
    2018-04-26
  • S63 Uniform Securities Agent State Law Examination
    2010-02-24
Other Names
  • Greg Phillips

View on SEC IAPD

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