Philip John Fogli

Current Employers

Employment History

• 02/2016 → Present
  Lpl Financial, Llc
  Wayne, PA
• 02/2016 → Present
  Global Retirement Partners, Llc
  King Of Prussia, PA

Previous Registrations

• 2005-08-17 → 2016-02-19
  Geneos Wealth Management, Inc.
  King Of Prussia, PA
  Gardners, PA
  Union Bridge, MD
• 1992-09-01 → 2008-10-28
  American Financial Management Group, Ltd.
  Berwyn, PA
• 1995-01-03 → 2008-04-02
  Ifg Russell Advisors Inc
  Berwyn, PA
• 1996-01-23 → 2005-10-04
  Walnut Street Advisers Inc
  King Of Prussia, PA

Other Businesses

1. 02/16/2016 - Philip Fogli, Sr./ Non-Variable Insurance/ 10%/ KING OF PRUSSIA, PA 2. 02/16/2016 - FRS Capital Management/ DBA for LPL Business (entity for LPL business)/ 100%/ KING OF PRUSSIA, PA. 3. 2/17/2016: Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/15/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - IAR. 4. 12/29/2016: No Business Name - Investment Related - law Offices of William J. Conley, 123 Dyer Street, 2nd Floor, Providence, RI 02903 - Other-Expert Witness - Started 11/10/2016 - 5 Hours Per Month During Securities Trading. 5. 5/22/2017-FRS Capital Management- investment related- At reported business location(s)- Registered Investment Advisor DBA-IAR- Start 10/19/84-Hours per month 5/ Hours during trading 1. 6. 6/6/2017 - FRS Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/01/1984 - 160 Hours Per Month/140 Hours During Securities Trading. 7. 6/6/2017 - Exude FRS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/01/2014 - 10 Hours Per Month/3 Hours During Securities Trading. 8. 1/13/2020 - FRS Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-27
• S63 Uniform Securities Agent State Law Examination
  1984-12-04

Designations