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Inactive

Lida Rose Phillips

Alternative Investment Advisors, LLC

Maitland, FL

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Current Employers
Alternative Investment Advisors, Llc

341 N Maitland Avenue Suite 132, Maitland, FL 32751 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-13
  • FL RA
    APPROVED
    Since 2023-10-13

Branch Locations

341 N Maitland Avenue Suite 132, Maitland, FL 32751 • 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
OrganizationCityStateFromTo
Alternative Investment Advisors, Llc Maitland FL 11/2022 Present
Proficient Processing, Llc Plantation FL 07/2020 11/2022
Orange County Public Schools (Lake Nona High) Orlando FL 08/2018 06/2020
Kelly Services Orlando FL 08/2017 06/2018
Captel Service Specialists Orlando FL 01/2017 07/2017
University Of Central Florida Orlando FL 08/2011 12/2016
  • 11/2022 → Present
    Alternative Investment Advisors, Llc
    Maitland, FL
  • 07/2020 → 11/2022
    Proficient Processing, Llc
    Plantation, FL
  • 08/2018 → 06/2020
    Orange County Public Schools (Lake Nona High)
    Orlando, FL
  • 08/2017 → 06/2018
    Kelly Services
    Orlando, FL
  • 01/2017 → 07/2017
    Captel Service Specialists
    Orlando, FL
  • 08/2011 → 12/2016
    University Of Central Florida
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-05
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · MAITLAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MAITLAND, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maitland, FL
MOORS & CABOT, INC. · Maitland, FL
FIFTH THIRD SECURITIES, INC. · MAITLAND, FL
HYPERION WEALTH MANAGEMENT, LLC · MAITLAND, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Maitland, FL
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