Jeff Stephen White

Current Employers

Employment History

• 09/1998 → Present
  Lpl Financial Llc
  Honolulu, HI

Other Businesses

1. 08/23/1998: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - No Time Spent 2. 08/23/1998: No Business Name - OWNERSHIP IN COMMERCIAL REAL ESTATE BUILDING - At Reported Business Location(s) - No Time Spent 3. 08/29/1998: RETIREMENT-COACH - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 95% Time Spent 4. 08/20/2007: Jeff S White - Real Estate Rental - Investment Related - 222 S. Vineyard St. #604; Honolulu HI 96813 - 1% Time Spent - Condo Rental 5. 03/18/2014: Jeff White CFP and Company - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 6. 09/09/2014: No Business Name - Real Estate Rental - Investment Related - 444 Lunalilo Home Road #216 - Start 08/15/2014 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - rental property owner 7. 11/08/2016: Honolulu Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 7192 Kalanianaole Hwy G 205; Honolulu HI 96825 - Start 01/01/2017 - 1 Hr/Mo; 0 Hour(s) During Securities Trading 8. 11/08/2016: No Business Name - Real Estate Rental - Investment Related - 549 Halemaumau unit C-1, Honolulu , HI 96821 - Start 12/15/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - office condo 9. 06/17/2019 - Jeff S White - Investment related - Honolulu HI 96825 - Real Estate Rental - start date:06/28/2019 - 2 hrs/mo - 0 hrs during trading. 10. 09/16/2022 - No Business Name - Investment Related - Orlando, FL - Real Estate Rental - Start Date - 06/14/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 11. 03/13/2024 - 263 LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Honolulu, HI - Start Date 12/04/2023 - 5 Hours Per Month/ 0 Hours During Trading 12. 03/14/2024 - PUNAHELE DUPLEX - Real Estate Rental - Investment Related - Hilo, HI - Start Date 03/27/2021 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-02
• S63 Uniform Securities Agent State Law Examination
  1984-02-20