Philip Beytell


Philip Beytell serves as the Financial and Operations Principal (FINOP) of the firm.  Philip has over 20 years of financial industry experience and has served in various financial and executive positions with corporate entities, as well as multiple broker dealers.  He also serves as a member of the firm's Due Diligence and Investment Committees. He has extensive experience in accounting, including forensic accounting, and all aspects of the financial and operational requirements of a Registered Broker Dealer.  

Philip currently holds the following registrations with FINRA:  6, 7, 24, 26, 27, 63, 65