Jeffrey Andrews Whyte

Current Employers

Employment History

• 05/2009 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 04/2023 → Present
  S. William Whyte Trust
  Wilbraham, MA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-05-18 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Wilbraham, MA
  Lynnfield, MA
  Lynnfield, MA
• 2004-10-20 → 2009-05-20
  Banc Of America Investment Services, Inc.
  Palmer, MA
  Turners Falls, MA
  Holyoke, MA
  Easthampton, MA
  Holyoke, MA
  Ludlow, MA
  Palmer, MA
  Springfield, MA
  Chicopee, MA
  Ware, MA
  Springfield, MA
  Holyoke, MA
  Springfield, MA
• 2003-07-29 → 2004-10-20
  Quick & Reilly, Inc.
  Palmer, MA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE, DISABILITY, ANNUITIES, & LONG TERM CARE; 2. NAME OF OTHER BUSINESS: S. WILLIAM WHYTE TRUST; INVESTMENT RELATED: NO; ADDRESS: 1-3 CRANE PARK DR, WILBRAHAM, MA 01095; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE PROPERTIES; START DATE: 4/2023; POSITION/TITLE/RELATIONSHIP: PROPERTY MANAGER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HANDLES ALL RENTS PLUS EXPENSES, NEGOTIATE LEASES WITH TENANTS, ON CALL FOR ANY PROBLEMS OR QUESTIONS, WORK WITH CONTRACTORS FOR MAINTENANCE, & KEEP ACCOUNTING OF ALL RENTS & EXPENSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-04
• S63 Uniform Securities Agent State Law Examination
  1994-03-11