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RIA / WealthAdvisorCertified Financial Planner19 years in industry

PHILIP JOE MCBRIDE

Advisor at ALLEN CAPITAL GROUP, LLC

GRAND ISLAND, NE

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Search this name across graphsid dfx:ria:a28825f1-d9e9-ce2e-1fdb-d8c249cb398a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 30, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLEN CAPITAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 23, 2007
First registration: Aug 30, 2007
Dual registered: no
IAPD individual key: 5303038

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLEN CAPITAL GROUP, LLC	Independent wealth	Sep 18, 2014	n/a	yes	GRAND ISLAND, NE	Current employment
CWM, LLC	Bd affiliated wealth	Jul 1, 2011	Sep 17, 2014	no	OMAHA, NE	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 20, 2009	Aug 1, 2011	no	OMAHA, NE	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 30, 2007	Feb 20, 2009	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CWM, LLC	ALLEN CAPITAL GROUP, LLC	Sep 17, 2014	Sep 18, 2014	1	Firm change	Other
LPL FINANCIAL LLC	CWM, LLC	Aug 1, 2011	Jul 1, 2011	-31	Firm change after gap	Other
SECURIAN FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Feb 20, 2009	Mar 20, 2009	28	Firm change	Other

Relationships

Registered with (4)

→ ALLEN CAPITAL GROUP, LLCRegistered adviserregistration: current employment
Sep 18, 2014 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Jul 1, 2011 to Sep 17, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 20, 2009 to Aug 1, 2011factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 30, 2007 to Feb 20, 2009factForm ADV

Dated events

No dated event names this entity yet.