TRUEBLOOD, PHILLIP, GEOFFREY

C16

IAR CRD 5434510·Industry start 2010-04-29

Identity

Legal name

TRUEBLOOD, PHILLIP, GEOFFREY

CRD

5434510

NPN

—

Career

Previous employments

PURSHE KAPLAN STERLING INVESTMENTS2022-05-11

STIFEL, NICOLAUS & COMPANY, INCORPORATED2011-07-28

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2010-04-29

Est. age

38

Age confidence

—

Est. birth year

1988

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

TRUEBLOOD WEALTH MANAGEMENT, LLC

IAR · Executive Officer · 2.5% ownership