Chief Information Security Officer · Blackridge Asset Management, LLC
David L. Phillips
CRD 2054858 · Named on Form ADV at one SEC-registered adviser
At a glance
Blackridge Asset Management, LLC, an SEC-registered wealth manager based in Jupiter, FL with $217 million in regulatory assets, lists David L. Phillips on its Form ADV as Chief Information Security Officer, a control person.
Firms and roles
- Blackridge Asset Management, LLCChief Information Security OfficerWealth manager · Jupiter, FL · $217M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Matthew M. ReynoldsPresident / CFO, Blackridge Asset Management, LLC
- Regina M. RudnickCo-President, Blackridge Asset Management, LLC
- Christopher B. MuellerChief Operations Officer, Blackridge Asset Management, LLC
- Karen Le'ellen CokerChief Risk Officer, Blackridge Asset Management, LLC
- Christian G. TaylorChief Compliance Officer, Blackridge Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.