Reed Phillips
Professional summary
Reed Phillips III, who also goes by Reed Phillips, III, is a registered financial professional currently at OAKLINS DP LLC located in New York, New York.
Reed is registered as a RR (Registered Representative) and started their career in finance in 2003. Reed has worked at 1 firm and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Reed Phillips III's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2003 - Present
OAKLINS DP LLC
Office #1: 90 Park Avenue 24th Floor, New York, NY 10016Office #2: 90 Park Avenue 24th Floor, New York, NY 10016State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/31/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
OAKLINS DP LLC
CRD#: 124988 / SEC#: , 8-65749
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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