Inactive

Ryan Christopher Phillips

Guidepoint Financial Planning

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Current Employers

Guidepoint Financial Planning

Reston, VA • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2020-07-10

VA RA
APPROVED

Since 2020-07-10

Branch Locations

Reston, VA • 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

Organization	City	State	From	To
Sagevest Wealth Management	Mclean	VA	08/2012	03/2020
Evermay Wealth Management, Llc	Arlington	VA	03/2020	05/2020
Guidepoint Financial Planning, Llc	Great Falls	VA	05/2020	Present

08/2012 → 03/2020

Sagevest Wealth Management

Mclean, VA
03/2020 → 05/2020

Evermay Wealth Management, Llc

Arlington, VA
05/2020 → Present

Guidepoint Financial Planning, Llc

Great Falls, VA

Previous Registrations

2020-03-31 → 2020-05-08

Evermay Wealth Management, Llc

Arlington, VA
2012-08-27 → 2020-03-23

Sagevest Wealth Management

Mclean, VA
2011-06-21 → 2012-08-06

The Fairman Group, Llc

Chesterbrook, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-06-20

S65 Uniform Investment Adviser Law Examination

2011-06-20

Designations

View on SEC IAPD

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