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Inactive

Michael James White

Plan Group Financial, Inc.

Oklahoma City, OK

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Current Employers
Plan Group Financial, Inc.

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
OK RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2023-01-13
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2023-01-13

Branch Locations

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • 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
Futurity First Insurance Company Oklahoma City OK 09/2009 12/2016
Signal Research Group Llc Edmond OK 12/2016 02/2018
Plan Group Financial, Inc. Oklahoma City OK 02/2018 Present
Mwj Advisor Services, Llc Oklahoma City OK 12/2016 Present
  • 09/2009 → 12/2016
    Futurity First Insurance Company
    Oklahoma City, OK
  • 12/2016 → 02/2018
    Signal Research Group Llc
    Edmond, OK
  • 02/2018 → Present
    Plan Group Financial, Inc.
    Oklahoma City, OK
  • 12/2016 → Present
    Mwj Advisor Services, Llc
    Oklahoma City, OK
Previous Registrations
Other Businesses

Licensed insurance agent with MWJ Advisor Services, LLC. White Dance Company, Owner, Dance Instruction, Process Payroll 1/HOUR/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-01
  • S65 Uniform Investment Adviser Law Examination
    2014-07-01

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
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