Katie M White

Current Employers

Employment History

• 03/2015 → 02/2021
  Bb&T Bank
  Tampa, FL
• 03/2015 → 01/2018
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → 03/2022
  Truist Investment Services, Inc.
  Tampa, FL
• 02/2021 → 03/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 06/2022 → 08/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2022 → 08/2022
  Sutton Wealth Advisors, Inc.
  Tampa, FL
• 09/2022 → Present
  Pgi Wealth Management
  Milton, GA

Previous Registrations

• 2022-07-06 → 2022-08-30
  Sutton Wealth Advisors, Inc.
  Tampa, FL
• 2021-02-17 → 2022-03-31
  Truist Advisory Services, Inc.
  Atlanta, GA
  Tampa, FL
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Tampa, FL
  Tampa, FL
  Richmond, VA
• 2015-04-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Tampa, FL
• 2012-06-12 → 2015-03-27
  Jhs Capital Advisors, Llc
  Tampa, FL
• 2006-10-12 → 2012-06-05
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Wesley Chapel, FL
  Tampa, FL
  Tampa, FL
• 2003-05-30 → 2006-10-13
  Raymond James & Associates, Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

1) 1. Fixed Insurance 2. Investment related 3. Office of Employment Address 4. Fixed / Traditional Insurance 5. 06/2022 7. 10hrs/mo 8. 10 hrs during trading 9. Sales of Fixed / Traditional Insurance products 2) TAMPA DIVORCE PLANNNG SOLUTIONS LLC; NOT INVESTMENT RELATED; 6929 COHASSET CIRCLE, RIVERVIEW, FL 33578; DIVORCE PLANNING, OWNER; STARTED 3/1/2024; 20 HOURS PER MONTH WITH 15 DURING TRADING HOURS; HELPING CLIENTS WITH DIVORCE SPECIFIC PLANNING SOLUTIONS.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-18

Designations

Other Names

• Katie M Malinowski
• Katie M Malinowski