Charles Thurston Whitney

Current Employers

Employment History

• 04/2013 → 05/2024
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
• 05/2024 → Present
  Lpl Financial
  Jupiter, FL

Previous Registrations

• 2013-04-15 → 2024-05-13
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
  Jupiter, FL
• 2009-06-01 → 2013-05-01
  Morgan Stanley
  Jupiter, FL
• 2007-08-10 → 2009-06-01
  Citigroup Global Markets Inc.
  Jupiter, FL
  North Palm Beach, FL
  North Palm Beach, FL
• 2001-01-18 → 2007-08-17
  A. G. Edwards & Sons, Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL

Other Businesses

1) 04/2024 - Native Times LLC / Business Owner / President/Owner / www.slopperstopper.com / Not Inv. Related / Jupiter FL / Start date 06/01/2010 2) 04/2024 - Whitney Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 3) 04/10/2026 - Ivory Watering Hole LLC - Real Estate Rental - Investment Related - Tuscaloosa, AL - Start Date 01/08/2025 - 0 hours per month/ during trading 4) 04/10/2026 - Cypress Tide LLC - Real Estate Rental - Investment Related - Adel, GA - Start Date 12/01/2023 - 0 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-09