Eric Boyd Philips

Current Employers

Employment History

• 10/2016 → 05/2018
  Securian Financial Services, Inc.
  Roswell, GA
• 10/2016 → 05/2018
  Joyn Advisors, Inc.
  Atlanta, GA
• 08/2016 → 10/2016
  A. P. C. & E. Co.
  Roswell, GA
• 06/2018 → 06/2018
  Unemployed
  Atlanta, GA
• 07/2018 → 12/2019
  Lindner Capital Advisors, Inc
  Marietta, GA
• 12/2019 → 07/2021
  M Holdings Securities, Inc.
  Atlanta, GA
• 12/2019 → 07/2021
  Nease Lagana Eden & Culley
  Atlanta, GA
• 07/2021 → 07/2022
  Jp Morgan Securities Llc
  Upper Arlington, OH
• 07/2021 → 07/2022
  Jpmorgan Chase Bank, N.A.
  Upper Arlington, OH
• 07/2022 → 06/2023
  J.P. Morgan Securities Llc
  Westerville, OH
• 07/2023 → 02/2024
  Commonwealth Financial Network
  Waltham, MA
• 07/2023 → 03/2024
  A Better Financial Group, Inc.
  Alpharetta, GA
• 03/2024 → 05/2024
  Unemployed
  Alpharetta, GA
• 06/2024 → 08/2024
  Triad Advisors
  Atlanta, GA
• 08/2024 → 03/2025
  Osaic Wealth, Inc.
  Duluth, GA
• 03/2025 → Present
  Prime Capital Financial
  Duluth, GA
• 06/2024 → 03/2025
  Sugarloaf Wealth Management
  Duluth, GA
• 03/2025 → Present
  Private Client Services
  Duluth, GA

Previous Registrations

• 2024-06-27 → 2025-03-06
  Sugarloaf Wealth Management, Llc
  Duluth, GA
• 2023-07-07 → 2024-02-28
  Commonwealth Financial Network
  Alpharetta, GA
• 2021-08-15 → 2023-06-16
  J.P. Morgan Securities Llc
  Upper Arlington, OH
  Westerville, OH
  Westerville, OH
  Los Angeles, CA
• 2020-01-15 → 2021-07-14
  M Holdings Securities, Inc.
  Atlanta, GA
  Portland, OR
• 2018-07-27 → 2020-06-25
  Lindner Capital Advisors, Inc.
  Atlanta, GA
• 2016-12-13 → 2018-05-14
  Joyn Advisors, Inc.
  Atlanta, GA
• 2016-03-03 → 2016-08-05
  Wells Fargo Clearing Services, Llc
  Marietta, GA
  Atlanta, GA
• 2014-05-12 → 2015-03-13
  Edward Jones
  Tempe, AZ
  Maryland Heights, MO
  Villa Rica, GA
  Hiram, GA

Other Businesses

1) Eric Philips. 2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097. Insurance servicing for clients who have existing insurance, insurance agent. Review and run illustrations to help improve circumstances surrounding client's insurance for life, accident, sickness and variable product. 1 hr/mo; 1 during trading hrs. Investment related. 2) Sugarloaf Wealth Management, LLC. 2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097. RIA; associate financial planner. Financial planning services for the clients of the lead IAR. 160 hrs/mo; 130 during trading hrs. 3) Prime Capital. 2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097. RIA. 160 hrs/mo; 130 during trading hrs. 4) River Glen Homeowners Association;Not investment related;8680 Lake Glen Ct. Alpharetta, GA. 30022;Homeowners association;Volunteer board member;effective 05/01/2026;4 hours per month;0 hours during trading hours;Duties are limited strictly to reviewing monthly financial packets(balance sheets, income statements) prepared by CMS

Exams

• S66 Uniform Combined State Law Examination
  2014-05-08

Designations

Other Names

• Eric Boyd Philips
• Eric B. Philips