James A White

Current Employers

Employment History

• 12/2012 → 05/2019
  First Allied Securities Inc.
  San Diego, CA
• 12/2012 → 05/2019
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 05/2019 → 06/2024
  Securities America, Inc.
  Tyler, TX
• 05/2019 → 06/2024
  Securities America Advisors
  Tyler, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tyler, TX

Previous Registrations

• 2019-05-24 → 2024-06-14
  Securities America Advisors, Inc.
  Tyler, TX
• 2012-12-13 → 2019-05-24
  First Allied Advisory Services, Inc.
  Tyler, TX
• 2009-09-08 → 2012-12-17
  Lpl Financial Llc
  Tyler, TX
• 2008-05-01 → 2009-09-08
  Mutual Service Corporation
  Tyler, TX
  West Palm Beach, FL
  Tyler, TX
  Frisco, TX
• 2004-01-07 → 2008-04-30
  American General Securities Incorporated
  Houston, TX
  Tyler, TX
  Tyler, TX

Other Businesses

SAA Position: owner Nature: Investment and insurance planning for individuals and companies Investment Related: Yes Hours: 120 Securities Trading Hours: 120 Start Date: 05/03/2001 Address: 3527 S. Broadway, Tyler TX 75701 Navigation Financial Group Position: owner Nature: Insurance Sales Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 05/03/2019 Address: 3527 S. Broadway, Tyler TX 75701 NAVIGATION FINANCIAL GROUP - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-30
• S63 Uniform Securities Agent State Law Examination
  2001-02-15

Other Names

• James A. White
• Jim White