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Cary Lee White

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-26
FL RA APPROVED 2023-01-22
  • TX RA
    APPROVED
    Since 2023-10-26
  • FL RA
    APPROVED
    Since 2023-01-22

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
OrganizationCityStateFromTo
Wells Fargo Bank, Na Athens GA 01/2016 06/2022
Wells Fargo Clearing Services, Llc Athens GA 09/2019 11/2019
Kay Jewlers Athens GA 03/2018 05/2022
Fisher Investments Tampa FL 06/2022 Present
  • 01/2016 → 06/2022
    Wells Fargo Bank, Na
    Athens, GA
  • 09/2019 → 11/2019
    Wells Fargo Clearing Services, Llc
    Athens, GA
  • 03/2018 → 05/2022
    Kay Jewlers
    Athens, GA
  • 06/2022 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-10
  • S65 Uniform Investment Adviser Law Examination
    2023-01-10
Other Names
  • Cary Lee White
  • Cary White

View on SEC IAPD

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