PS
Philip Shihling Chao
CRD 1048866
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| World Investment Advisors, Llc | Registered representative | 07/20/2026 |
| Nexus338, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Nexus338, Llc
Managing Member/Chief Compliance Officer · 50% – 75% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗