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Philip J Resch

MYTIMEEQUITY
Franklin, TN
·CRD# 5310306·19 years experience

Professional Summary

Philip J Resch is a registered financial advisor currently at MYTIMEEQUITY located in Franklin, Tennessee. Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Philip has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

MYTIMEEQUITY·CRD# 316917
RIA
2002 Belmont Cir , Franklin, TN 37069
October 13, 2026 - Present
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Franklin, TN
April 13, 2026 - October 5, 2026
YOUR IA, LLC·CRD# 338535
RIA
Franklin, TN
February 20, 2026 - April 6, 2026
COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
Brentwood, TN
April 3, 2014 - February 16, 2022
METLIFE INVESTORS DISTRIBUTION COMPANY·CRD# 107622
BD
Bloomfield, CT
May 25, 2007 - January 27, 2014

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Current Firm

MY
MYTIMEEQUITY

MYTIMEEQUITY | MYTIMEEQUITY, LLC

CRD#: 316917 / SEC#: 801-136955
RIA
Registered Investment Advisory firm - SEC (8/5/2026 Approved)
California
Registered Investment Advisory firm - California (9/18/2026 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/19/2026 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (8/21/2026 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/10/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/21/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/19/2026 Termination Requested)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4116 W Spring Creek Pkwy Suite 100, Plano, TX 75024

Phone Number

(972) 330-2771

# of Employees

7

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 2026 MYTIMEEQUITY FORM ADV PART 2A AND 2B FINAL (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

512

AUM (Assets Under Management)

$183,983,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Valor Financial Specialists // investment related // 2002 Belmont Circle, Franklin, TN 37069 // Owner // July 2022 // 40+ // A brokerage insurance agency. Providing services in life insurance, annuities, disability, long term care, ACA, Medicare. Botmakers AL // Not investment related // 24285 Katy Freeway, Suite 300, Katy, TX 77494 // June 2026 // Contractor // 10 hrs // tech company that I'm helping to sell their tech to a large insurance software company. Working with an AI company company to build tech to layer over programs in the financial services industry to improve the user experience at a quicker pace.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MY
MYTIMEEQUITY

MYTIMEEQUITY | MYTIMEEQUITY, LLC

CRD#: 316917 / SEC#: 801-136955
RIA
Registered Investment Advisory firm - SEC (8/5/2026 Approved)
California
Registered Investment Advisory firm - California (9/18/2026 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/19/2026 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (8/21/2026 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/10/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/21/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/19/2026 Termination Requested)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Tennessee
(10/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2026About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2007About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Nov 2012About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Philip J Resch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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