Philip Onorato

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-12-06

Branch Locations

Celina, TX • United States

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

Organization	City	State	From	To
Instinct Marketing	Frisco	TX	08/2013	10/2016
Axa Advisors, Llc	New York City	NY	08/2016	03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	04/2017	05/2018
Merrill Lynch	Fort Worth	TX	08/2017	05/2018
Charles Schwab & Co., Inc.	Westlake	TX	05/2018	10/2021
Charles Schwab Bank	Westlake	TX	05/2018	10/2021
Schwab Private Client Investment Advisory	Westlake	TX	02/2021	10/2021
J.P. Morgan Securities Llc	Plano	TX	11/2021	02/2024
Jpmorgan Chase Bank, N.A.	Plano	TX	11/2021	02/2024
Axa Advisors	Dallas	TX	11/2016	03/2017
Hightower Advisors	Celina	TX	02/2024	Present

08/2013 → 10/2016

Instinct Marketing

Frisco, TX
08/2016 → 03/2017

Axa Advisors, Llc

New York City, NY
04/2017 → 05/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
08/2017 → 05/2018

Merrill Lynch

Fort Worth, TX
05/2018 → 10/2021

Charles Schwab & Co., Inc.

Westlake, TX
05/2018 → 10/2021

Charles Schwab Bank

Westlake, TX
02/2021 → 10/2021

Schwab Private Client Investment Advisory

Westlake, TX
11/2021 → 02/2024

J.P. Morgan Securities Llc

Plano, TX
11/2021 → 02/2024

Jpmorgan Chase Bank, N.A.

Plano, TX
11/2016 → 03/2017

Axa Advisors

Dallas, TX
02/2024 → Present

Hightower Advisors

Celina, TX

2021-11-24 → 2024-01-24

J.P. Morgan Securities Llc

Dallas, TX

Plano, TX

Plano, TX
2021-02-22 → 2021-10-18

Schwab Wealth Advisory, Inc.

Westlake, TX
2018-06-14 → 2021-02-22

Charles Schwab & Co., Inc.

Southlake, TX

Westlake, TX
2017-07-03 → 2018-05-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-01
S63	Uniform Securities Agent State Law Examination	2016-10-08

Other Firms