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521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| SD | RA | APPROVED | 2023-08-10 |
| IL | RA | APPROVED | 2017-01-03 |
| TX | RA | APPROVED_RES | 2017-01-03 |
| KS | RA | APPROVED | 2016-12-27 |
| OH | RA | APPROVED | 2016-12-27 |
| AK | RA | APPROVED | 2014-01-02 |
| IN | RA | APPROVED | 2014-01-02 |
| MN | RA | APPROVED | 2014-01-02 |
| MT | RA | APPROVED | 2014-01-02 |
| WA | RA | APPROVED | 2014-01-02 |
Branch Locations
521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips & Company Securities Inc. | Portland | OR | 08/1994 | 03/2025 |
| Phillips And Company Advisors Llc | Portland | OR | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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