Michael Francis Whitney

Current Employers

Employment History

• 05/2009 → 11/2018
  Signator Investors Inc
  Brentwood, TN
• 05/2026 → Present
  Osaic Wealth, Inc.
  Franklin, TN
• 11/2018 → 05/2019
  Royal Alliance Associates, Inc.
  Brentwood, TN
• 05/2019 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 05/2019 → Present
  Wise Family Wealth
  Franklin, TN

Previous Registrations

• 2019-05-09 → 2026-06-01
  Commonwealth Financial Network
  Franklin, TN
  Nashville, TN
• 2018-11-02 → 2019-05-09
  Osaic Wealth, Inc.
  Brentwood, TN
• 2009-06-04 → 2018-11-02
  Signator Investors, Inc.
  Alpharetta, GA
  Nashville, TN
  Brentwood, TN
• 2006-08-14 → 2009-05-13
  Ubs Financial Services Inc.
  Franklin, TN
• 2004-03-02 → 2006-08-10
  Ameriprise Financial Services, Llc
  Franklin, TN
  Franklin, TN

Other Businesses

1. FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 741 Cool Springs BLVF, STE 107, Franklin TN 37067, United States DESCRIPTION: Insurance agent 2. NASHVILLE JUNG CIRCLE, LLC POSITION: Treasurer NATURE: Non-Profit LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2015 ADDRESS: 2021 Kingsbury DR, Nashville TN 37215, United States DESCRIPTION: Treasurer. I manage relationship with Regions Bank for the Nashville Jung Circle (NJC). Along with the NJC President Adele Tyler, I sign checks and have a debit card. I pay for services provided by our speakers and vendors. I keep the non-profit registered with Tennessee Division of Business and Charitable Organizations, Summary of Financial Activities. Department of State and State of Tennessee Secretary of State Annual Report Form. We file the IRS 501(c)(3) Form 990-N under EIN 47-4320454. NJC activities are under $10,000 annually.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-14