Charles Stephen White

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-24

TX RA
APPROVED

Since 2025-01-24

Branch Locations

Arlington, TX • United States

5840 West Interstate 20 Suite 233, Arlington, TX 76017 • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Fort Worth	TX	08/1976	01/2025
Osaic Wealth, Inc.	Arlington	TX	01/2025	Present

08/1976 → 01/2025

Lincoln Financial Advisors Corporation

Fort Worth, TX
01/2025 → Present

Osaic Wealth, Inc.

Arlington, TX

Previous Registrations

2022-06-22 → 2025-01-24

Osaic Fa, Inc.

Fort Worth, TX

Arlington, TX

Fort Worth, TX

Other Businesses

STEVE WHITE, CLU, CHFC POSITION: Agent NATURE: Outside Insurance Brokerage Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/16/1976 ADDRESS: 5840 West Interstate 20, Suite 233, Arlington TX 76017, United States DESCRIPTION: Sell insurance products as needed by clients.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-04-09

S63 Uniform Securities Agent State Law Examination

1990-04-09

Designations

View on SEC IAPD