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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-15 |
Branch Locations
5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States
385 Highland Drive, Mountville, PA 17554 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips Financial Services | Mountville | PA | 01/2020 | Present |
| Unemployed Student | Wrightsville | PA | 01/2015 | 01/2020 |
| Lincoln Investment | Fort Washington | PA | 09/2025 | Present |
BCS Financial Services, Inc. DBA Phillips Financial Services Position: Bookkeeper, Agent Assistant Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 1/2/2020 Address: 385 Highland Drive Mountville, PA 17554 Description: Reconcile bank accounts, pay bills, help Brian prep for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
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