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Philip Andrew Lucas

Accolade Asset/Liability Advisory Services

Columbus, OH

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Current Employers
Accolade Asset/Liability Advisory Services

8700 Orion Place Suite 100, Columbus, OH 43240-2078 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-23
MS RA APPROVED 2024-02-23
TX RA APPROVED_RES 2021-03-10
OH RA APPROVED 2017-09-18
  • FL RA
    APPROVED
    Since 2024-02-23
  • MS RA
    APPROVED
    Since 2024-02-23
  • TX RA
    APPROVED_RES
    Since 2021-03-10
  • OH RA
    APPROVED
    Since 2017-09-18

Branch Locations

8700 Orion Place Suite 100, Columbus, OH 43240-2078 • 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
Accolade Investment Advisory, Inc. Columbus OH 06/2017 Present
Hexion Inc. Columbus OH 06/2013 06/2017
  • 06/2017 → Present
    Accolade Investment Advisory, Inc.
    Columbus, OH
  • 06/2013 → 06/2017
    Hexion Inc.
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-17
  • S65 Uniform Investment Adviser Law Examination
    2017-10-17

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
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