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Theresa White

13 Years of Experience
Reston, VA
Broker

Theresa White is a registered investment advisor, based in Reston, VA, with 13 years of industry experience.

Location

1818 Library St. Suite 500, Reston, VA, 20190

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History

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.

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Other Business Activities

Theresa works as an advisory representative of an RIA since December 2022, spending full-time hours, with 120 hours per month dedicated to trading. She is also an IAR with Ensemble Financial Strategies since February 2024, spending full-time hours, with 130 hours per month dedicated to trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Cambridge Investment Research Advisors, INC.
January 2024 - Present · 2 yrs 4 mos
Cambridge Investment Research, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
November 2018 - January 2024 · 5 yrs 2 mos
MML Investors Services, LLCBroker
June 2013 - January 2024 · 10 yrs 7 mos
Nylife Securities LLCBroker
August 2012 - April 2013 · 8 mos
State Registrations14 states
CACODCFLGAMAMDNCNJPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Theresa White - Financial Advisor | TrueAdvisor