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Current Employers
Four Financial Management

777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-07-12
  • MI RA
    APPROVED
    Since 2022-07-12

Branch Locations

777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108 • United States

Provizr

777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-07-12
  • MI RA
    APPROVED
    Since 2022-07-12

Branch Locations

777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
White House Financial Llc Chelsea MI 12/2001 Present
White House International Llc Dba Be Bold Excel Fitness Ann Arbor MI 03/2014 Present
Lowe'S Home Improvement Ann Arbor MI 04/2020 09/2020
Rogue Fitness Columbus OH 09/2020 01/2021
Lifetime Fitness Novi MI 01/2021 06/2021
Lpl Financial Llc Ann Arbor MI 04/2022 Present
Provizr Ann Arbor MI 07/2022 Present
Four Financial Management Ann Arbor MI 07/2022 Present
  • 12/2001 → Present
    White House Financial Llc
    Chelsea, MI
  • 03/2014 → Present
    White House International Llc Dba Be Bold Excel Fitness
    Ann Arbor, MI
  • 04/2020 → 09/2020
    Lowe'S Home Improvement
    Ann Arbor, MI
  • 09/2020 → 01/2021
    Rogue Fitness
    Columbus, OH
  • 01/2021 → 06/2021
    Lifetime Fitness
    Novi, MI
  • 04/2022 → Present
    Ann Arbor, MI
  • 07/2022 → Present
    Ann Arbor, MI
  • 07/2022 → Present
    Ann Arbor, MI
Previous Registrations
  • 2014-03-11 → 2014-07-01
    Ann Arbor, MI
  • 2007-07-02 → 2014-03-11
    Ann Arbor, MI
    Chelsea, MI
Other Businesses

1) 04/13/2022 - Provizr - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 2) 04/13/2022 - Four Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 3) 04/13/2022 - WHITE HOUSE INTERNATIONAL LLC DBA BE BOLD EXCEL FITNESS - Business Owner - Non-Inv Rel - Ann Arbor, MI - Start: 03/2014 - 1 H/Mth 4) 11/28/2023 - Four Financial Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - - Start Date: 7/1/2022 - 40 Hrs/Mo; 4 Hrs During Trading - I provide investment advisory services through Four Financial Management., an independent investment advisor firm. I started this business activity 12/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/22/2024 - Provizr - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/14/2023 - 5 Hours Per Month/ 1 Hour During Trading - I provide investment advisory services through Provizr., an independent investment advisor firm. I started this business activity 2/2024. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 03/05/2024 - Other - Book Author - Not investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 1 Hour Per Month/ 0 Hours During Trading. 7) 06/27/2024 - WHITE HOUSE FINANCIAL & SETTLEMENT CONSULTING LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/3/2001 - 160 Hrs/Mo; 10 Hrs During Trading. 8) 06/27/2024 - WHITE HOUSE FINANCIAL & SETTLEMENT CONSULTING LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/3/2001 - 20 Hrs/Mo; 1 Hr During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-11
  • S66 Uniform Combined State Law Examination
    2022-05-11
Other Names
  • Cyril S White
  • Cyril Stephen White
  • Cyril White

View on SEC IAPD

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