Dilip Philip John

Current Employers

M&A Wealth

Sugarland, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-31

TX RA
APPROVED

Since 2026-03-31

Branch Locations

Richmond, TX • United States

Sugarland, TX • 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
Jp Morgan Chase	Houston	TX	06/2010	08/2017
Wells Fargo	Charlotte	NC	12/2019	02/2022
Instinet	Newyork	NY	03/2023	11/2023
P&C Life Insurance Agency, Llc	Sugarland	TX	05/2024	Present
M&A Wealth	Sugarland	TX	03/2026	Present
Unemployed	Richmonf	TX	09/2017	12/2019
Unemployed	Richmond	TX	03/2022	03/2023
Unemployed	Richmond	TX	12/2023	04/2024

06/2010 → 08/2017

Jp Morgan Chase

Houston, TX
12/2019 → 02/2022

Wells Fargo

Charlotte, NC
03/2023 → 11/2023

Instinet

Newyork, NY
05/2024 → Present

P&C Life Insurance Agency, Llc

Sugarland, TX
03/2026 → Present

M&A Wealth

Sugarland, TX
09/2017 → 12/2019

Unemployed

Richmonf, TX
03/2022 → 03/2023

Unemployed

Richmond, TX
12/2023 → 04/2024

Unemployed

Richmond, TX

Other Businesses

P&C Life Insurance Agency, LLC /Investment Related / 5003 Collingwood Ct SugarLand, TX 77479 / Insurance agency (life & health) / Insurance Agent / 05/2024-Present / 5 hours/month / Minimal during trading hours / Solicits and services life & health insurance policies; no securities activities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-20

S65 Uniform Investment Adviser Law Examination

2025-12-20

Other Names

Dilip John

View on SEC IAPD