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Inactive

William Andrew White

Rooks Wealth Advisors, LLC

Chattanooga, TN

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Current Employers
Rooks Wealth Advisors, Llc

412 Georgia Avenue Suite, 236, Chattanooga, TN 37403 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-09
TN RA APPROVED 2025-01-15
  • GA RA
    APPROVED
    Since 2025-04-09
  • TN RA
    APPROVED
    Since 2025-01-15

Branch Locations

412 Georgia Avenue Suite, 236, Chattanooga, TN 37403 • 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
Florida Financial Advisors Dba Tristate Financial Advisors Nashville FL 07/2024 01/2025
University Of Tennessee At Chattanooga Chattanooga TN 08/2020 05/2024
Chattanooga Golf And Country Club Chattanooga TN 05/2023 10/2023
Bellhop Chattanooga TN 04/2022 12/2022
Franklin Road Academy Nashville TN 08/2016 05/2020
Door Dash Nashville TN 02/2024 07/2024
Trinity Wealth Securities, Llc Nashville TN 11/2024 01/2025
Rooks Wealth Advisors, Llc Chattanooga TN 01/2025 Present
  • 07/2024 → 01/2025
    Florida Financial Advisors Dba Tristate Financial Advisors
    Nashville, FL
  • 08/2020 → 05/2024
    University Of Tennessee At Chattanooga
    Chattanooga, TN
  • 05/2023 → 10/2023
    Chattanooga Golf And Country Club
    Chattanooga, TN
  • 04/2022 → 12/2022
    Bellhop
    Chattanooga, TN
  • 08/2016 → 05/2020
    Franklin Road Academy
    Nashville, TN
  • 02/2024 → 07/2024
    Door Dash
    Nashville, TN
  • 11/2024 → 01/2025
    Trinity Wealth Securities, Llc
    Nashville, TN
  • 01/2025 → Present
    Rooks Wealth Advisors, Llc
    Chattanooga, TN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-23
S65 Uniform Investment Adviser Law Examination 2024-07-06
  • S63 Uniform Securities Agent State Law Examination
    2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-07-06

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
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