Individual Firm
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ROBERT ASHLEY WHITE
BOB WHITE
CRD#: 1926824
IA
B
MONEY CONCEPTS ADVISORY SERVICECRD#: 12963 PLEASANT HILL, MO
View By:
2/14/2025
Customer Dispute
Pending
State Registrations
B
Arkansas 4/2/2024
IA
Missouri 9/24/2009
B
California 9/24/2009
B
Montana 9/24/2009
B
Delaware 9/24/2009
IA
Montana 1/14/2022
B
Iowa 9/17/2024
B
South Carolina 11/25/2009
B
Kansas 9/24/2009
B
Virginia 9/24/2009
B
Maine 6/11/2020
B
Wyoming 12/17/2018
B
Missouri 9/24/2009
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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Learn about permitted activities of registered principals
IA
Registered with this firm since 9/24/2009
B
Registered with this firm since 9/24/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/16/2007 - 09/23/2009 | PLEASANT HILL, MO | |
B | 05/16/2007 - 09/23/2009 | PLEASANT HILL, MO | |
IA | 08/01/2005 - 05/22/2007 | OVERLAND PARK, KS | |
B | 08/01/2005 - 05/22/2007 | OVERLAND PARK, KS | |
IA | 08/03/2005 - 12/31/2006 | OVERLAND PARK, KS | |
IA | 06/25/2003 - 07/06/2005 | OVERLAND PARK, KS | |
B | 10/01/1999 - 07/06/2005 | DETROIT, MI | |
IA | 03/06/2003 - 06/25/2003 | OVERLAND PARK, KS | |
B | 03/19/1999 - 08/23/1999 | HARTFORD, CT | |
B | 03/29/1996 - 08/10/1998 | DES MOINES, IA | |
B | 05/09/1989 - 01/10/1996 | OVERLAND PARK, KS |
PLEASANT HILL, MO
05/16/2007 - 09/23/2009
PLEASANT HILL, MO
05/16/2007 - 09/23/2009
OVERLAND PARK, KS
08/03/2005 - 12/31/2006
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.