Jeffrey White

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

5000 Birch St E Tower, Ste 460, Newport Beach, CA 92660 • United States

Rancho Santa Margarita, CA • 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

Organization	City	State	From	To
Lpl Financial, Llc	San Diego	CA	05/2013	12/2021
Lpl Financial, Llc	Newport Beach	CA	12/2021	Present

05/2013 → 12/2021

Lpl Financial, Llc

San Diego, CA
12/2021 → Present

Lpl Financial, Llc

Newport Beach, CA

Previous Registrations

2016-05-10 → 2021-12-17

Lpl Financial Llc

San Diego, CA

Rancho Santa Margarita, CA

Other Businesses

1. 1/11/2022 - Pence Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 09/06/2023 - Pence Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/13/2021 - 160 Hours Per Month/ 8 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-09

S66 Uniform Combined State Law Examination

2016-05-09

Other Names

Jeff White

View on SEC IAPD