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Katherine White

Voya Financial Advisors, Inc.

Lakeland, TN

Irvine, CA

CRD 7206556

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Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-05-15
  • TN RA
    APPROVED
    Since 2024-05-15

Branch Locations

Lakeland, TN • United States

300 Spectrum Center Drive Suite 400, Irvine, CA 92618 • 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
Raymond James & Associates, Inc Memphis TN 03/2022 09/2023
Ashford Advisors Memphis TN 04/2021 03/2022
Ashford Advisors Memphis TN 11/2019 04/2021
Ulta Beauty Memphis TN 07/2018 11/2019
Banana Republic Memphis TN 06/2017 01/2019
Clinique Memphis TN 09/2017 07/2018
The Bank Of Fayette County Piperton TN 05/2014 09/2017
College Student Memphis TN 08/2016 05/2020
Raymond James & Associates, Inc Memphis TN 09/2023 11/2023
Voya Financial Advisors Lakeland TN 02/2024 Present
Unemployed Lakeland TN 12/2023 01/2024
  • 03/2022 → 09/2023
    Raymond James & Associates, Inc
    Memphis, TN
  • 04/2021 → 03/2022
    Ashford Advisors
    Memphis, TN
  • 11/2019 → 04/2021
    Ashford Advisors
    Memphis, TN
  • 07/2018 → 11/2019
    Ulta Beauty
    Memphis, TN
  • 06/2017 → 01/2019
    Banana Republic
    Memphis, TN
  • 09/2017 → 07/2018
    Clinique
    Memphis, TN
  • 05/2014 → 09/2017
    The Bank Of Fayette County
    Piperton, TN
  • 08/2016 → 05/2020
    College Student
    Memphis, TN
  • 09/2023 → 11/2023
    Raymond James & Associates, Inc
    Memphis, TN
  • 02/2024 → Present
    Voya Financial Advisors
    Lakeland, TN
  • 12/2023 → 01/2024
    Unemployed
    Lakeland, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-04
  • S66 Uniform Combined State Law Examination
    2024-05-04
Other Names
  • Katherine Jewel Boozer
  • Katherine Jewel White

View on SEC IAPD

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