Brendan M Phillips

Current Employers

Onlyfunds

New York, NY • United States

Current Registrations

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

NY RA
APPROVED

Since 2024-06-12

Branch Locations

New York, NY • 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
Georgia Institute Of Technology	Atlanta	GA	08/2014	12/2017
Bridgewater Associates	Westport	CT	03/2018	08/2019
Better Mortgage	New York	NY	02/2020	11/2022
Unemployed	New York	NY	08/2019	02/2020
Findigs Inc.	New York	NY	01/2023	Present

08/2014 → 12/2017

Georgia Institute Of Technology

Atlanta, GA
03/2018 → 08/2019

Bridgewater Associates

Westport, CT
02/2020 → 11/2022

Better Mortgage

New York, NY
08/2019 → 02/2020

Unemployed

New York, NY
01/2023 → Present

Findigs Inc.

New York, NY

Previous Registrations

2021-02-08 → 2022-12-31

Onlyfunds

New York, NY

Other Businesses

Better Mortgage, Capital Markets Associate I work on developing primary pricing and eligibility systems for residential mortgages to consumers. The business is not investment related. Start Date: 2/4/20 Hours/day: 8

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-04

S65 Uniform Investment Adviser Law Examination

2020-12-04

View on SEC IAPD