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Misti Doty White

Interlinc Financial Advisors, Inc.

Plano, TX

CRD 7854203

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Employer firm

Interlinc Financial Advisors, Inc. CRD 290740

22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Interlinc Financial Advisors, Inc.

5068 W Plano Pkwy 385, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-30
  • TX RA
    APPROVED
    Since 2025-04-30

Branch Locations

5068 W Plano Pkwy 385, Plano, TX 75093 • 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
N/A N/A TX 01/2014 09/2018
Starbucks Allen TX 09/2018 03/2021
Murphy & Sylvest Dallas TX 03/2021 12/2022
Murphy & Sylvest Dallas TX 01/2023 12/2023
Murphy & Sylvest Dallas TX 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22

View on SEC IAPD

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