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KW

Karyn Marie White

GROWTHPOINT TECHNOLOGY PARTNERS
SAN FRANCISCO, CA
·CRD# 1628494·37 years experience

Professional Summary

Karyn Marie White, who also goes by Karyn M Carson, Karyn Marie Carson, is a registered financial advisor currently at GROWTHPOINT TECHNOLOGY PARTNERS, LLC located in San Francisco, California and ROBERT BLUM MUNICIPALS, INC. located in San Francisco, California. Karyn is registered as a RR (Registered Representative) and started their career in finance in 1989. Karyn has worked at 30 firms and has passed the Series 99TO, SIE, Series 7TO and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Karyn M Carson, Karyn Marie Carson

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

37 years in the financial services industry

Current & Past Employments

GROWTHPOINT TECHNOLOGY PARTNERS, LLC·CRD# 137438
BD
1. 601 California Street Suite 600, San Francisco, CA 941082. 601 California Street Ste 600, San Francisco, CA 94108
November 27, 2006 - Present
ROBERT BLUM MUNICIPALS, INC.·CRD# 38559
BD
376 17th Avenue, San Francisco, CA 94121
March 10, 2017 - Present
STOCKPILE INVESTMENTS, INC.·CRD# 156170
BD
Palo Alto, CA
April 24, 2017 - June 12, 2026
BUTLER MUNI, LLC·CRD# 7389
BD
San Ramon, CA
March 10, 2017 - September 11, 2017
FOOTHILL SECURITIES, INC.·CRD# 1027
BD
Santa Clara, CA
October 1, 2015 - December 31, 2016
WREN CAPITAL, LLC·CRD# 150721
BD
San Francisco, CA
January 16, 2014 - December 4, 2015
FCF SECURITIES AND DERIVATIVES LLC·CRD# 157067
BD
Chicago, IL
March 15, 2012 - May 16, 2012
CASEY SECURITIES LLC·CRD# 35230
BD
Greenbrae, CA
July 20, 2009 - May 16, 2012
AURUS ADVISORS, INC.·CRD# 128096
BD
Ponte Vedra Beach, FL
December 1, 2005 - April 13, 2006
AURUS ADVISORS, INC.·CRD# 128096
BD
Ponte Vedra Beach, FL
February 9, 2004 - June 2, 2005
HOULIHAN LOKEY ADVISORS, LLC·CRD# 127835
BD
San Francisco, CA
November 24, 2003 - January 29, 2004
SCREAMING EAGLE TRADING, INC.·CRD# 126125
BD
Orinda, CA
August 6, 2003 - February 2, 2009
NEW ALBION PARTNERS LLC·CRD# 119518
BD
New York, NY
July 30, 2002 - May 16, 2012
NOLLENBERGER CAPITAL PARTNERS INC.·CRD# 119248
BD
San Francisco, CA
July 11, 2002 - March 4, 2003
PROBITAS FUNDS GROUP, LLC·CRD# 115876
BD
San Francisco, CA
February 15, 2002 - November 28, 2006
RMG PARTNERS·CRD# 113257
BD
Reno, NV
October 5, 2001 - April 2, 2002
TBN SECURITIES, INC.·CRD# 103773
BD
Camarillo, CA
August 17, 2000 - September 4, 2007
BLACKBEARD SECURITIES, LLC·CRD# 46748
BD
San Francisco, CA
December 16, 1999 - December 18, 2000
SAN FRANCISCO SECURITIES, INC.·CRD# 43629
BD
Canoga Park, CA
August 4, 1998 - December 1, 1998
MILESTONE FINANCIAL SERVICES, INC.·CRD# 43295
BD
Bohemia, NY
August 1, 1997 - August 2, 1999
E. WAGNER & ASSOCIATES, INC.·CRD# 42668
BD
Pleasanton, CA
April 7, 1997 - June 9, 1997
GOVERNMENT PERSPECTIVES, LLC·CRD# 39276
BD
Lafayette, CA
November 17, 1995 - April 30, 2012
RIDGEWAY HELMS SECURITIES CORPORATION·CRD# 38743
BD
San Francisco, CA
July 20, 1995 - February 8, 2000
THE SHEMANO GROUP, INC.·CRD# 35528
BD
San Francisco, CA
January 20, 1994 - March 3, 2008
AMERICAL SECURITIES, INC.·CRD# 28096
BD
San Francisco, CA
October 13, 1992 - May 16, 1994
MCLAUGHLIN CAPITAL MARKETS, INC.·CRD# 29770
BD
Half Moon Bay, CA
July 10, 1992 - November 17, 1993
HAWAIIAN CAPITAL SECURITIES·CRD# 28453
BD
July 3, 1991 - August 19, 1991
GLOBAL STRATEGIES GROUP, INC.·CRD# 27414
BD
New York, NY
January 7, 1991 - January 31, 1992
PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION·CRD# 26440
BD
Mountain View, CA
April 30, 1990 - June 2, 1993
CANACCORD GENUITY SECURITIES LLC·CRD# 24790
BD
New York, NY
July 31, 1989 - July 6, 1999
HOLT & COLLINS·CRD# 2222
BD
San Francisco, CA
June 7, 1989 - September 10, 1990

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Current Firm

RB
ROBERT BLUM MUNICIPALS, INC.

ROBERT BLUM MUNICIPALS, INC.

CRD#: 38559 / SEC#: 8-48287
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

376 17th Avenue, San Francisco, CA 94121

Mailing Address

376 17th Avenue, San Francisco, CA 94121

Phone Number

(415) 673-2793

Established

California since 04/03/1995

Firm Type

Corporation

Fiscal Year End

March

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BLUM, ROBERT JEFFERYPRESIDENT/DIRECTOR/CCO1006538
WHITE, KARYN MARIEFINOP1628494

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam

Series 7TO — General Securities Representative Examination

Passed Mar 2021About the Series 7TO exam

Series 27 — Financial and Operations Principal Examination

Passed May 1989About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Karyn Marie White's CRS (Customer Relationship Summary).

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KW
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