Chad Michael White

Current Employers

Employment History

• 10/2012 → 11/2018
  Milford Enterprises Inc.
  Quakertown, PA
• 11/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 01/2023
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 02/2023 → Present
  Jkj Financial Services
  Newtown, PA
• 11/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL

Other Businesses

1.) JKJ Financial Services; 109 Pheasant Run, Newtown PA 18940; Member Firm Affiliation; Investment Related; Insurance Producer; Prospect, Client Services, Support, Producer; 02/2023; 200 Hours Per Month; 160 Hours Per Month During Trading Hours. 2) M Holdings Securities; investment-related; 1125 NW Couch Street, Portland, OR 97209; Broker Dealer Services; Registered Representative; 02/2023 Start Date; 160 hours/month; 130 hours/month during securities trading hours; advising clients. 3) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-30

Other Names

• Chad M. White
• Chad White