Steven Michael White

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Innovation Partners Llc
  Matthews, NC
• 12/2019 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2010-08-25 → 2014-03-10
  Mml Investors Services, Llc
  Farmington Hills, MI
  Farmington Hill, MI
  Farmington Hills, MI

Other Businesses

1. Steven M. White & Associates, Investment Related: No, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Life, Health, Group Life, Group Health, State Date: 5/2/1991. 2.) Steven M. White LLC, Investment Related: No, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Sell and Help administer employee benefit plans, help administer HR and payroll support services, 20 hr/month during trading hours. 3.) Steven M. White LLC, Investment Related: Yes, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Marketing for Investment and Securities Related Products, Position: Agent, 107 hr/month OR 10-30 hr/week, 86 hr/month during SEC trading. 4.) Steven M. White, Investment Related: No, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Timeshare Rental, Position: Owner, Start Date: 5/14/2009, 1 hr/month. 5) Steven M. White & Associates; non-investment related; 25882 Orchard Lake Road Suite 203, Farmington Hills, MI 48336; Distribute discount prescription drug cards to clients and prospects through Clever RX; Owner; 11/2020; 1-2 hours per week; Sell and distribute discount prescription drug cards. Innovation Partners LLC- Registered Representative - receive commissions - operate during business hours

Exams

• S66 Uniform Combined State Law Examination
  2010-05-17
• S63 Uniform Securities Agent State Law Examination
  1983-01-21