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Elaine A. Phillips

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CRD#: 7519668
EP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elaine Amanda Phillips, who also goes by Elaine A Phillips, Elaine Amanda Phillips, Elaine Amanda West, was a registered financial professional .

Elaine is a previously registered financial professional and started their career in finance in 2022. Elaine had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elaine A Phillips | Elaine Amanda Phillips | Elaine Amanda West

Other business activities


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.
(1) 03/2023 TO PRESENT; LAZY COMPANY LLC; EL CAMPO, TX; NOT INVESTMENT RELATED; EMPLOYEE; BUSINESS SELLS HANDMADE SOAPS AND CANDLES AT FARMERS MARKETS AND ONLINE; SPEND 8 HRS/WK. (2) 06/2023 TO PRESENT; ENTORO CAPITAL, LLC; HOUSTON, TX; NOT INVESTMENT RELATED; ASSOCIATE; SPEND 40 HRS/WK. (3) 1/2024 to PRESENT; ENTORO ADVISORS, LLC; HOUSTON, TX; INVESTMENT RELATED.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 23, 2024 - October 28, 2024

ENTORO ADVISORS

RIA
CRD#: 323700
HOUSTON, TX
Past

June 15, 2023 - October 28, 2024

ENTORO SECURITIES, LLC

BD
CRD#: 35192
HOUSTON, TX
Past

February 9, 2023 - April 6, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
HOUSTON, TX
Past

February 9, 2023 - April 6, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
HOUSTON, TX
Past

August 19, 2022 - October 10, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
HOUSTON, TX
Past

July 18, 2022 - October 10, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


EA
ENTORO ADVISORS
ENTORO ADVISORS | ENTORO ADVISORS, LLC

CRD#: 323700 / SEC#:

California
Registered Investment Advisory firm - (1/4/2025 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2024 Terminated)
Texas
Registered Investment Advisory firm - (4/12/2023 Approved)
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Contact information


Main Address
7941 Katy Fwy #516, Houston, TX 77024
Mailing Address
Phone number
(713) 823-2900
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV
0

Red Flags


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.

Company Information


ENTORO ADVISORS

CRD#: 323700

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