Kathleen M White

Employer firm

St. Bernard Financial Services, Inc. CRD 36956

$136M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Manzanita Insurance Agency
  Ventura, CA
• 06/2016 → 12/2022
  Sagepoint Financial, Inc.
  Camarillo, CA
• 01/2023 → Present
  St. Bernard Financial Services, Inc.
  Russellville, AR

Previous Registrations

• 2016-06-30 → 2022-12-31
  Osaic Services, Inc.
  Camarillo, CA
• 2013-04-02 → 2016-07-26
  Ameritas Investment Company, Llc
  Ventura, CA
  Lincoln, NE
• 2011-02-17 → 2012-06-18
  Crowell, Weedon & Co.
  Ventura, CA
• 2009-09-10 → 2010-06-07
  U.S. Bancorp Advisors, Llc
  Santa Paula, CA
  Moorpark, CA
  Chatsworth, CA
  Simi Valley, CA
  Simi Valley, CA
  Simi Valley, CA
  Thousand Oaks, CA
• 2009-05-15 → 2009-06-05
  Cetera Investment Services Llc
  Ventura, CA
• 2005-04-11 → 2008-09-08
  Ubs Financial Services Inc.
  Oxnard, CA
  Oxnard, CA

Other Businesses

1) MANZANITA INSURANCE AGENCY POSITION: Owner / Agent NATURE: Insurance Agency selling Health Insurance Medicare Supplement Plans, Medicare Advantage Plans, Prescription Drug Plans,Individual Health Insurance including working with Covered California, Dental and Vision insurance, Small Group Health Insurance Plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 4 START DATE: 06/20/2013 ADDRESS: 770 Paseo Camarillo, Suite 130, Camarillo CA 93010, United States DESCRIPTION: Meet with prospective clients and referrals to assess the best Health Insurance Plan for their situation. Explain the recommended product and enroll them. Manage any administrative issues during enrollment, follow-up as needed.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-29
• S63 Uniform Securities Agent State Law Examination
  1993-05-27

Other Names

• Kathleen Marie Souris
• Kathleen Marie Patterson
• Kathleen Marie Wickline
• Kathleen Marie Smith
• Kathi White
• Kathleen M White
• Kathleen Marie White