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Current Employers
Provision Wealth Management, Inc

8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-30
  • NC RA
    APPROVED
    Since 2025-01-30

Branch Locations

8601 Six Forks Road Suite 400, Raleigh, NC 27615 • 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
Amick And Associates Through Cetera West Columbia SC 09/2015 12/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2019 01/2025
Northwestern Mutual Investment Services Llc Durham NC 09/2019 01/2025
Solarwinds Formerly Samanage Cary NC 02/2019 09/2019
Ernest Packaging Solutions Morrisville NC 11/2018 02/2019
Rchivos Com Llc West Columbia SC 02/2015 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2019 01/2025
Provision Wealth Management, Inc. Raleigh NC 01/2025 Present
  • 09/2015 → 12/2017
    Amick And Associates Through Cetera
    West Columbia, SC
  • 09/2019 → 01/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2019 → 01/2025
    Durham, NC
  • 02/2019 → 09/2019
    Solarwinds Formerly Samanage
    Cary, NC
  • 11/2018 → 02/2019
    Ernest Packaging Solutions
    Morrisville, NC
  • 02/2015 → Present
    Rchivos Com Llc
    West Columbia, SC
  • 12/2019 → 01/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2025 → Present
    Raleigh, NC
Previous Registrations
  • 2019-10-07 → 2025-01-30
    Durham, NC
  • 2015-09-09 → 2017-12-31
    Cetera Wealth Services, Llc
    West Columbia, SC
  • 2014-04-04 → 2015-02-09
    Msi Financial Services, Inc.
    Columbia, SC
Other Businesses

1) CO-OWNER, RCHIVOS.COM LLC, 3103 LEAPHART RD., WEST COLUMBIA, , SOUTH CAROLINA, 29169, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/22/2019, HOURS PER MONTH: 2-5, HOURS DURING SECURITIES TRADING HOURS: 0, CONSULTANT TO INDIVIDUALS WORKING IN THE BUSINESS. 2) INSURANCE AGENT- INVESTMENT RELATED- LOCATED: DURHAM, NORTH CAROLINA, INSURANCE SALES, AGENT, 2019, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-03
S63 Uniform Securities Agent State Law Examination 2013-10-18
  • S65 Uniform Investment Adviser Law Examination
    2014-03-03
  • S63 Uniform Securities Agent State Law Examination
    2013-10-18
Designations
Other Names
  • Caleb White
  • Caleb Wesley
  • Caleb Wesley White
  • Caleb White

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