Steven White is a registered investment advisor, based in Greenwood Village, CO, with 19 years of industry experience.
Location
8400 E. Prentice Ave, Suite 800, Greenwood Village, CO, 80111
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven works as an insurance agent since 2005, focusing on business development, client meetings, and related tasks. This activity takes about half of his time.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
January 2019 - Present · 7 yrs 6 mos
On Investment Management CO
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
February 2017 - November 2018 · 1 yr 9 mos
Securities America Advisors, INC.
February 2017 - November 2018 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
May 2016 - March 2017 · 10 mos
Cambridge Investment Research, INC.Broker
May 2016 - March 2017 · 10 mos
Mutual of Omaha Investor Services, INC.
March 2012 - May 2016 · 4 yrs 2 mos
Mutual of Omaha Investor Services, INC.Broker
March 2012 - May 2016 · 4 yrs 2 mos
Park Avenue Securities LLC
June 2008 - February 2012 · 3 yrs 8 mos
Park Avenue Securities LLCBroker
July 2006 - February 2012 · 5 yrs 7 mos
State Registrations7 states
AZCOFLPATNTXWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.