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11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2019-03-27 |
| WA | RA | APPROVED | 2019-03-27 |
Branch Locations
11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities Inc | Danville | CA | 05/2014 | 12/2016 |
| Phillip B. White | Danville | CA | 05/2014 | Present |
| Securities America, Inc. | Danville | CA | 12/2016 | Present |
| Securities America Advisors | Danville | CA | 05/2017 | Present |
Securities America Advisors - Position: IAR - Nature: Investment Advisory Services - Investment Related: Yes - Start Date: 05/2017 Address: 4125 Blackhawk Plaza Danville, CA 94506 PHILLIP B WHITE CO, INC. POSITION: Sales Assisstant NATURE: Insurance Brokerage Services for Life, Disability, LTC and P+C policies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/14/2014 ADDRESS: 4125 Blackhawk Plaza Cr #203, Danville CA 94506, United States DESCRIPTION: Repsonsible for admininstration/servicing of new/current policies, sales. Helping get policies placed and dealing with client correspondance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-26 |
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