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Bruce David White

Phillip B. White Co., Inc

San Luis Obispo, CA

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Current Employers
Phillip B. White Co., Inc

11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-04-16
WA RA APPROVED 2019-04-16
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-04-16
  • WA RA
    APPROVED
    Since 2019-04-16

Branch Locations

11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405 • 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
Phillip B White Co.- Insurance Sales Fremont CA 08/1978 Present
Foothill Securities, Inc. Fremont CA 10/2008 12/2016
Securities America, Inc. Danville CA 12/2016 Present
Securities America Advisors, Inc. Danville CA 12/2016 Present
  • 08/1978 → Present
    Phillip B White Co.- Insurance Sales
    Fremont, CA
  • 10/2008 → 12/2016
    Foothill Securities, Inc.
    Fremont, CA
  • 12/2016 → Present
    Securities America, Inc.
    Danville, CA
  • 12/2016 → Present
    Securities America Advisors, Inc.
    Danville, CA
Previous Registrations
  • 2016-12-08 → 2019-10-01
    Securities America Advisors, Inc.
    Danville, CA
  • 2016-12-12 → 2016-12-31
    Foothill Securities, Inc.
    Danville, CA
  • 2008-10-20 → 2016-12-08
    Foothill Securities, Inc.
    Santa Clara, CA
    Fremont, CA
    Danville, CA
    Santa Clara, CA
    Santa Clara, CA
  • 2002-07-08 → 2008-10-17
    Associated Securities Corp.
    Fremont, CA
    Eureka, CA
    Walnut Creek, CA
  • 1993-09-10 → 2008-10-17
    Associated Planners Investment Advisory Inc
    Fremont, CA
Other Businesses

PHILLIP B WHITE CO POSITION: Owner/CEO NATURE: It is an independant insurance brokerage conducting business in CA only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1982 ADDRESS: 4125 Blackhawk Plaza Cr #203, Danville CA 94506 DESCRIPTION: 90% of business is personal lines property & casualty insurance and the remainder is life/disability. I supervise this business. SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE 12/2016 LOCATED AT 4125 BLACKHAWK PLAZA CIR, STE. 203; DANVILLE, CA 94506

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-16
  • S63 Uniform Securities Agent State Law Examination
    1993-08-16
Designations

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