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Account
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13355 Noel Rd Suite 1100, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2024-04-05 |
| AZ | RA | APPROVED | 2018-06-20 |
| LA | RA | APPROVED | 2018-04-04 |
| TX | RA | APPROVED | 2014-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applewhite Financial Planning, Pllc | Dallas | TX | 10/2013 | Present |
2013-PRESENT: JOSEPH P. APPLEWHITE, CPA/NOT INVESTMENT RELATED/DALLAS, TX/ACCOUNTING SERVICES/ACCOUNTANT/MAY INVOLVE 50% OR MORE TIME PER MONTH INCLUDING DURING TRADITIONAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-06 |
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