John White

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Chicago	IL	11/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Deer Park, IL

Arlington Heights, IL
2016-09-02 → 2018-07-13

Strategic Advisers Llc

Arlington Heights, IL
2014-07-01 → 2015-10-08

Valic Financial Advisors, Inc.

Chicago, IL

Quincy, IL

Chicago, IL

Chicago, IL
2012-05-14 → 2013-11-25

Td Ameritrade, Inc.

Schaumburg, IL
2012-05-14 → 2013-11-25

Td Ameritrade Investment Management, Llc

Schaumburg, IL
2011-08-19 → 2012-05-01

Wells Fargo Clearing Services, Llc

Arlington Heights, IL
2008-10-07 → 2011-08-19

Chase Investment Services Corp.

Palatine, IL

Palatine, IL

Northbrook, IL

Highland Park, IL

Buffalo Grove, IL
2005-09-08 → 2008-08-05

Tiaa-Cref Individual & Institutional Services, Llc

Chicago, IL

Chicago, IL
2003-12-05 → 2005-03-21

Banc Of America Investment Services, Inc.

Winnetka, IL
2002-04-10 → 2003-12-09

Lasalle Financial Services, Inc.

Chicago, IL

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-07-14
S65	Uniform Investment Adviser Law Examination	1997-04-24