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DW

Daniel O. White

CORPORATE INVESTMENTS GROUP
Chicago, IL 60616
Some features on this profile are disabled
CRD#: 1393383
DW

Professional summary

Daniel Oliver White is a registered financial professional currently at CORPORATE INVESTMENTS GROUP, INC. located in Chicago, Illinois.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1985. Daniel has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22, Series 6 and Series 24 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 Daniel Oliver 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

February 7, 2011 - Present

CORPORATE INVESTMENTS GROUP, INC.

Office #1: 238 W Cermak Road Suite 3a, Chicago, IL 60616
BD
CRD#: 38690
Chicago, IL
Past

December 2, 2010 - February 7, 2011

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
OAKBROOK, IL
Past

January 3, 2003 - May 31, 2007

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
CHICAGO, IL
Past

September 8, 2000 - December 31, 2002

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

October 22, 1999 - September 1, 2000

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

March 15, 1993 - October 25, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 15, 1993 - October 25, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

April 4, 1989 - December 22, 1992

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

June 17, 1987 - March 7, 1989

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
Past

December 9, 1986 - June 30, 1987

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
Past

August 20, 1985 - December 17, 1986

WADDELL & REED

BD
CRD#: 866

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
Georgia
(6/27/2018)
RR
Illinois
(2/7/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 4/4/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/22/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/23/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 12/27/1985
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/19/1985
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/28/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CORPORATE INVESTMENTS GROUP, INC.
CORPORATE INVESTMENTS GROUP, INC. | WWW.488TRADE.COM | EDGEWATER FINANCIAL ADVISORS | CORPORATE INVESTMENTS GROUP, INC..

CRD#: 38690 / SEC#: , 8-48355

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
238 W Cermak Road Suite 3a, Chicago, IL 60616
Mailing Address
238 W Cermak Road Suite 3a, Chicago, IL 60616
Phone number
(312) 225-1388
Established
Illinois since 04/30/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LAM, ANDY WINGPRESIDENT2251678
LAM, ANDY WINGCCO2251678
LAM, YUK YINGCHIEF OPERATIONAL OFFICER
CHEN, LIUXIAOCFO6858671

Disclosures

Regulatory Event5
Arbitration2

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

CORPORATE INVESTMENTS GROUP, INC.

CRD#: 38690Chicago, IL 60616

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