Korey White

Current Employers

Employment History

• 01/2009 → 08/2019
  Miller & White Inc.
  Brookhaven, MS
• 01/2017 → 02/2018
  Invest Financial Corporation
  Brookhaven, MS
• 02/2018 → Present
  Lpl Financial Llc
  Brookhaven, MS
• 08/2019 → Present
  White & Associates Llc
  Brookhaven, MS

Previous Registrations

• 2017-06-15 → 2018-02-14
  Invest Financial Corporation
  Brookhaven, MS
  Floyd, VA
  Brookhaven, MS

Other Businesses

1. 4/23/2019 - KCMC, Inc. - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 05/01/2005 - 0 Hours Per Month - There is no activity in this corporation. 2. 8/19/2019 - 15James, LLC - Investment Related - 320 Brookhaven St., Brookhaven, MS 39601 - Real Estate Rental - Started 07/31/2019 - 5 Hours Per Month During Securities Trading - Owns and rents commercial real estate. 3. 11/18/2019 - White and Associates LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 08/01/2019 - 200 Hours Per Month/160 Hours During Securities Trading - Tax preparation, Payroll Preparation, Bookkeeping, Tax Planning. 4. 2/28/2023 - CORE Advisory Group - DBA: Brookhaven Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 02/27/2023 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Brookhaven Wealth Management, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 08/29/2023 - Brookhaven Wealth Management - Investment Related - At Reportable Business Location - DBA for LPL Business (entity for LPL business) - Start Date 02/27/2023 - 40 Hours Per Month 40 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-06-14