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CW

Christopher I. White

LOOP CAPITAL MARKETS LLC
Naples, FL
Some features on this profile are disabled
CRD#: 1378001
CW

Professional summary

Christopher Igoe White is a registered financial professional currently at LOOP CAPITAL MARKETS LLC located in Naples, Florida.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1985. Christopher has worked at 12 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher Igoe White's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 11, 2022 - Present

LOOP CAPITAL MARKETS LLC

Office #2: 75 State Street 1st Floor, Boston, MA 02109
RIA
BD
CRD#: 43098
Naples, FL
Past

January 3, 2017 - December 31, 2021

CANTELLA & CO., INC.

BD
CRD#: 13905
Malden, MA
Past

August 26, 2014 - May 28, 2015

DETWILER FENTON WEALTH MANAGEMENT INC

BD
CRD#: 16063
BOSTON, MA
Past

March 4, 2013 - December 31, 2016

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

October 1, 2010 - January 2, 2013

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA
Past

May 9, 2002 - October 26, 2010

MOORS & CABOT, INC.

BD
CRD#: 594
BOSTON, MA
Past

November 20, 1991 - May 30, 2002

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

September 26, 1991 - November 5, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

August 3, 1990 - October 22, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

November 13, 1989 - August 15, 1990

MOORS & CABOT, INC.

BD
CRD#: 594
BOSTON, MA
Past

April 16, 1987 - February 24, 1989

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
Past

May 5, 1986 - March 10, 1987

SCHRODER & CO. INC.

BD
CRD#: 6112
Past

July 9, 1985 - March 25, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(1/11/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 1/11/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/15/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/14/2012
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LC
LOOP CAPITAL MARKETS LLC
LOOP CAPITAL MARKETS L.L.C. | LOOP CAPITAL MARKETS LLC

CRD#: 43098 / SEC#: , 8-50140

Illinois
Registered Investment Advisory firm - SEC (4/4/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
425 S. Financial Place Ste 2700, Chicago, IL 60605
Mailing Address
425 S. Financial Place Ste 2700, Chicago, IL 60605
Phone number
(312) 913-4900
Established
Delaware since 06/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
250

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
LOOP CAPITAL, LLCOWNER
BERKELEY, STEPHEN SIDNEYREGULATORY COUNSEL AND CCO5616433
LUPKIN, IRA ADAMCHIEF FINANCIAL OFFICER4463446
REYNOLDS, JAMES JR.CHIEF EXECUTIVE OFFICER1162337
SULLIVAN, ANTHONYCHIEF OPERATING OFFICER5995264

Disclosures

Regulatory Event8

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOOP CAPITAL MARKETS LLC

CRD#: 43098Naples, FL

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