RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C•••••••• G•••
- Title
- Senior Client Service Advisorreportedphillipsandco.comfirm site, Sep 15, 2026
- Designations
- MBA, CPAreportedphillipsandco.comas printed on the bio page, Sep 16, 2026
- Professional profile
- phillipsandco.com/our-people/cat-gillreportedphillipsandco.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••• A•• C•••••• A••••••• L•• independent RIA currentsince Feb 13, 2025 · Portland, Or
- M• H••••••• S••••••••• I••• BD affiliatedApr 2, 2023 to Jan 21, 2025 · Portland, Or
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 26, 2022 to Mar 28, 2023 · Portland, Or
- C••••••••• F•••••••• N•••••• national BDApr 30, 2018 to Sep 8, 2022 · Fort Worth, Tx
- A•••••• A••••••• S••••••• formerJun 2, 2017 to May 1, 2018 · Fort Worth, Tx
- M• H••••••• S••••••••• I••• to P••••••• A•• C•••••• A••••••• L••left Jan 21, 2025, registered Feb 13, 2025 (23 days) · Affiliated broker-dealer or bank to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M• H••••••• S••••••••• I•••left Mar 28, 2023, registered Apr 2, 2023 (5 days) · Wirehouse to affiliated broker-dealer or bank
- C••••••••• F•••••••• N•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 8, 2022, registered Sep 26, 2022 (18 days) · Affiliated broker-dealer or bank to wirehouse
- A•••••• A••••••• S••••••• to C••••••••• F•••••••• N••••••left May 1, 2018, registered Apr 30, 2018 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- C•••••••• G••• left M• H••••••• S••••••••• I••• for P••••••• A•• C•••••• A••••••• L•• (registered 2025-02-13)Jan 21, 2025 · Advisor changed firm · fact
- C•••••••• G••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M• H••••••• S••••••••• I••• (registered 2023-04-02)Mar 28, 2023 · Advisor changed firm · fact
- C•••••••• G••• left C••••••••• F•••••••• N•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-09-26)Sep 8, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address