Joan Allison White-Mccain

Current Employers

Employment History

• 05/2008 → Present
  Lpl Financial Llc
  Owings Mills, MD

Previous Registrations

• 2005-03-18 → 2008-05-15
  Osaic Fs, Inc.
  Owings Mills, MD
  Owings Mills, MD
• 2000-02-08 → 2005-03-18
  Equitable Advisors, Llc
  Owings Mills, MD

Other Businesses

(1) 01/16/2009: NO BUSINESS NAME - INV REL - 10451 MILL RUN CIRCLE STE 400, OWINGS MILLS, MD 21117 - NON-VARIABLE INSURANCE - 20% OF TIME SPENT - LONG TERM CARE (2) 03/02/2009: JOAN WHITE-MCCAIN, CLU, CHFC - INV REL - 10451 MILL RUN CIRCLE STE 400, OWINGS MILLS, MD 21117 - NON-VARIABLE INSURANCE DBA: JOAN WHITE-MCCAIN, CLU, CHFC - 100% OF TIME SPENT - INSURANCE SALES OF LIFE, HEALTH, DISABILITY AND LONG TERM CARE ALSO FIXED ANNUITES (3) 03/08/2010: JOAN WHITE-MCCAIN - INV REL - 10451 MILL RUN CIRCLE STE 400, OWINGS MILLS, MD 21117 - NON-VARIABLE INSURANCE DBA: JOAN WHITE-MCCAIN - 25% OF TIME SPENT - AGENT, PRODUCT SALES (4) 12/14/2010: NO BUSINESS NAME - INV REL - 634 WALTON AVENUE; DAYTON, OH 45417 - REAL ESTATE RENTAL - 5% OF TIME SPENT - RENTING PROPERTY DEEDED TO ME FROM MOM'S ESTATE (5) 03/20/2014: JOAN WHITE MCCAIN, FINANCIAL - INV REL - 10451 MILL RUN CIRCLE STE 400, OWINGS MILLS, MD 21117 - NON-VARIABLE INSURANCE DBA: JOAN WHITE MCCAIN, FINANCIAL - 100% OF TIME SPENT - LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (6) 6/24/2015 - Belman Klein, Ohio National, Genworth LTC division - Investment Related - At Reported Business Location(s) - Agent - Started 06/24/2015 - 20 Hours Per Month/0 Hours During Securities Trading (7) 12/28/2015 * Global LTC * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 12/15/2015 * 20 HRS/MO; 10 HRS/MO DURING SECS TRDG HRS. (8) 05/03/2016 * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * assist clients with wellness benefits. no employees and no office space sharing * START 05/01/2016 * 1 HR/MO DURING SECS TRDG HRS. (9) 05/13/2016 * Financial Solutions * Non-Variable Insurance * inv rel * at reported business location(s) * My role is agent. the name of the agency is Financial solutions group, paid as an agent, I am not an owner of the agency * start 05/09/2016 * 5 hrs/mo during secs trdg hrs. (10) 07/01/2019 - Saving Bank Mutual Life Insurance Company of Massachusetts - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/13/2019 - 1 Hour Per Month During Securities Trading. (11) 6/5/2020 - Disability Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 1 Hour Per Month During Securities Trading. (12) 05/06/2022 - Sage Insurance - Investment Related - 11215 N. Community House Rd. Ste. 775 Charlotte - Non-Variable Insurance - Agent - Start Date: 05/05/2022 - 1 Hour Per Month/1 Hour During Securities Trading. (13) 08/04/2022 - Joan White Insurance and Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 160 Hours Per Month/8 Hours During Securities Trading. (14) 11/20/2023 - Ameritas - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/10/2023 - 3 Hours Per Month/ 1 Hor During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1992-03-03

Designations

Other Names

• Joan Allison White
• Joan Allison White-Mc Cain