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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-18 |
Branch Locations
227 W. 4Th Street, Charlotte, NC 28202 • United States
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensys, Inc. | Charlotte | NC | 11/2014 | 09/2018 |
| Future Plan Byascensus | Charlotte | NC | 09/2018 | 10/2020 |
| Jonathan W. White Cpa, Pllc | Charlotte | NC | 10/2020 | 01/2026 |
| Nfp Retirement | Aliso Viejo | CA | 12/2021 | 05/2023 |
| Accelerate Retirement | Aliso Viejo | CA | 05/2023 | Present |
| Teal Retirement Consulting, Llc | Charlotte | NC | 01/2026 | Present |
1) Started 02.03.2026 / Teal Retirement Consulting LLC / President / Investment Related / 227 W. 4th Street Charlotte, NC 28202 / 160 hours per month / 100% conducted during trading hours. Actuarial and administration of employer retirement plans / DBA activity for advisory practice. 2) Jonathan W. White CPA / Operations Director / Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
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