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Geoffrey Wayne White

Capital Strategies Group, LLC

Tempe, AZ

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Current Employers
Capital Strategies Group, Llc

2151 E. Baseline Road Suite 101, Tempe, AZ 85283 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-16
AZ RA APPROVED 2006-05-09
  • TX RA
    APPROVED
    Since 2023-08-16
  • AZ RA
    APPROVED
    Since 2006-05-09

Branch Locations

2151 E. Baseline Road Suite 101, Tempe, AZ 85283 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Strategies Group, Llc Tempe AZ 05/2006 Present
Other Businesses

INSURANCE AGENT, 2151 E BASELINE RD. SUITE 101 TEMPE, AZ 85283, MAY 2008, INVESTMENT RELATED, LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES, 40 HOURS/MONTH, 40 HOURS/MONTH DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-01
S63 Uniform Securities Agent State Law Examination 1999-12-15
  • S65 Uniform Investment Adviser Law Examination
    2000-12-01
  • S63 Uniform Securities Agent State Law Examination
    1999-12-15
Designations
Other Names
  • Geoff Wayne White

View on SEC IAPD

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