Phillip Simcox

C13

IAR CRD 7141063·Industry start 2021-03-31

Identity

Legal name

Phillip Simcox

CRD

7141063

NPN

—

Career

Previous employments

CHARLES SCHWAB & CO., INC.2019-11-08

CI PRIVATE WEALTH2022-12-14

Current branches

HARBOR FUNDS DISTRIBUTORS, INC.

HARBOR CAPITAL ADVISORS, INC.

Designations

—

Education

—

BrokerCheck signals

Industry start

2021-03-31

Est. age

27

Age confidence

—

Est. birth year

1999

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

Yes

Firm affiliations

1

HARBOR CAPITAL ADVISORS, INC.