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Gregory D Vander Top

White & Company Financial Planning, Inc.

Sunnyside, WA

CRD 5492390

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Employer firm

White & Company Financial Planning, Inc. CRD 115326

$150M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
White & Company Financial Planning, Inc.

910 Franklin Ave Suite 3, Sunnyside, WA 98944 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2008-02-26
  • WA RA
    APPROVED
    Since 2008-02-26

Branch Locations

910 Franklin Ave Suite 3, Sunnyside, WA 98944 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
White & Company, Pc Sunnyside WA 09/1997 Present
White & Company Financial Planning, Inc. Sunnyside WA 01/2008 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-17
  • S65 Uniform Investment Adviser Law Examination
    2008-01-17
Other Names
  • Greg Dale Vander Top

View on SEC IAPD

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