Best Investors Account Sign in

Jeffrey Michael White

Osaic Institutions, Inc.

Asheville, NC

Asheville, NC

Claim This Profile
Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-06-30
  • NC RA
    APPROVED
    Since 2017-06-30

Branch Locations

5 Olde Eastwood Village Blvd Us 74 E, Asheville, NC 28803 • United States

5 Eastwood Village Blvd, Asheville, NC 28803 • 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
First Citizens Investor Services Raleigh NC 08/2015 05/2017
Infinex Investments, Inc Meriden CT 05/2017 Present
First Bancorp Ashville NC 05/2017 Present
  • 08/2015 → 05/2017
    First Citizens Investor Services
    Raleigh, NC
  • 05/2017 → Present
    Infinex Investments, Inc
    Meriden, CT
  • 05/2017 → Present
    First Bancorp
    Ashville, NC
Previous Registrations
  • 2015-09-02 → 2017-05-30
    First Citizens Investor Services, Inc.
    Raleigh, NC
    Black Mountain, NC
  • 2013-04-29 → 2013-09-16
    Ameriprise Financial Services, Llc
    Charlotte, NC
    Asheville, NC
  • 2006-10-31 → 2012-09-21
    Bb&T Investment Services, Inc.
    Asheville, NC
    Shelby, NC
    Charlotte, NC
    Forest City, NC
    Shelby, NC
  • 2006-01-03 → 2006-02-13
    Waddell & Reed
    Bedford, NH
  • 2002-04-03 → 2005-01-10
    Cetera Investment Services Llc
    Keene, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-10
S63 Uniform Securities Agent State Law Examination 1995-05-12
  • S65 Uniform Investment Adviser Law Examination
    1996-10-10
  • S63 Uniform Securities Agent State Law Examination
    1995-05-12
Other Names
  • Jeff Michael White

View on SEC IAPD

Other Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN
SANDRA K NEWBERRY
JONATHAN TRAVIS PAYNE
CHRISTINA LEIGH SIMPSON
KATHLEEN CARROLL KING
AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

More in Asheville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor