Dale Andrew Phillips

Current Employers

Employment History

• 02/2014 → 02/2020
  Mra Associates
  Phoenix, AZ
• 02/2020 → 10/2021
  Tarbox Family Office
  Phoenix, AZ
• 11/2021 → Present
  Fortitude Family Office
  Scottsdale, AZ

Previous Registrations

• 2020-04-27 → 2021-11-04
  Tarbox Family Office, Inc.
  Phoenix, AZ
• 2014-04-23 → 2020-02-06
  Mra Associates
  Phoenix, AZ
• 2009-04-09 → 2014-03-25
  Keats, Connelly & Associates, Inc
  Phoenix, AZ
• 2009-03-13 → 2011-10-21
  Cross Border Tax & Accounting, Llc
  Phoenix, AZ
• 2009-03-13 → 2009-12-31
  Keats Connelly And Associates Inc.
  Phoenix, AZ

Other Businesses

1) PHILLIPS TAYLOR REAL ESTATE LLC 2) NOT INVESTMENT RELATED 3) PHOENIX, AZ 4) REAL ESTATE 5) MANAGER & MEMBER 6) 2/3/2020 7) UNDER 5 HOURS PER MONTH 8) 0 HOURS DURING TRADING HOURS 9) ACCOUNTING/BOOKKEEPING, MESSAGING GUESTS, AND COORDINATING HOUSE REPAIRS

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-12

Designations

Other Names

• Drew Phillips