Kevin Donald White
Professional Summary
Kevin Donald White is a registered financial advisor currently at WEDBUSH & CO., LLC located in New York, New York. Kevin is registered as a RR (Registered Representative) and started their career in finance in 1986. Kevin has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 3, Series 7, Series 24, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
WEDBUSH & CO., LLC
Contact Information
Main Address
142 West 57th Street 12th Floor, New York, NY, 10019Mailing Address
142 West 57th Street 12th Floor, New York, NY, 10019Phone Number
(212) 931-7088Established
Delaware since 06/23/2021Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEDBUSH FINANCIAL SERVICES, LLC | SOLE MEMBER | — |
| BILLINGS, DANIEL ERIC | MANAGER | 4568232 |
| BULGER, MARK ANDREW | CCO | 5063497 |
| DEMPSEY, FRANCIS BURKE | PRESIDENT | 2428325 |
| DRUCH, ANDREW WALTER | MANAGER AND GENERAL COUNSEL | 1688071 |
| HULTGREN, DONALD WAYNE | MANAGER | 1475369 |
| KIRKMAN, SAMANTHA | CFO, PFO, COO & POO | 6892438 |
| WEDBUSH, GARY LANCE | MANAGER | 2234455 |
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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.
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State Registrations and Notice Filings
(5/28/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Feb 2007About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2006About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kevin Donald White's CRS (Customer Relationship Summary).
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