Nicholas Owen Phillips

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-12

Branch Locations

201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States

6300 Camp Bowie Blvd, Fort Worth, TX 76116 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2022	09/2024
Chipotle	Ennis	TX	10/2016	06/2017
Clintsman Financial Planning (Jojenco Holdings)	Southlake	TX	06/2019	08/2019
Chuy's Tex Mex	Southlake	TX	05/2017	03/2021
Del Frisco's Double Eagle Steakhouse	Fort Worth	TX	03/2021	11/2022
Unemployed	Keller	TX	03/2020	01/2021
Wells Fargo Clearing Services, Llc	Fort Worth	TX	09/2024	Present

11/2022 → 09/2024

Edward Jones

St Louis, MO
10/2016 → 06/2017

Chipotle

Ennis, TX
06/2019 → 08/2019

Clintsman Financial Planning (Jojenco Holdings)

Southlake, TX
05/2017 → 03/2021

Chuy's Tex Mex

Southlake, TX
03/2021 → 11/2022

Del Frisco's Double Eagle Steakhouse

Fort Worth, TX
03/2020 → 01/2021

Unemployed

Keller, TX
09/2024 → Present

Wells Fargo Clearing Services, Llc

Fort Worth, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-27