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KW

Karyn M. White

GROWTHPOINT TECHNOLOGY PARTNERS
San Francisco, CA 94108
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CRD#: 1628494
KW

Professional summary


Karyn Marie White, who also goes by Karyn M Carson, Karyn Marie Carson, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karyn M Carson | Karyn Marie Carson

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 Karyn Marie 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

November 27, 2006 - Present

GROWTHPOINT TECHNOLOGY PARTNERS, LLC

Office #1: 601 California Street Suite 1250, San Francisco, CA 94108Office #2: 601 California Street Ste 1250, San Francisco, CA 94108
BD
CRD#: 137438
San Francisco, CA
Current

March 10, 2017 - Present

ROBERT BLUM MUNICIPALS, INC.

Office #1: 376 17th Avenue, San Francisco, CA 94121
BD
CRD#: 38559
San Francisco, CA
Current

April 24, 2017 - Present

STOCKPILE INVESTMENTS, INC.

Office #1: 679 Toland Place, San Francisco, CA 94124
BD
CRD#: 156170
San Francisco, CA
Past

March 10, 2017 - September 11, 2017

BUTLER MUNI, LLC

BD
CRD#: 7389
SAN RAMON, CA
Past

October 1, 2015 - December 31, 2016

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
SANTA CLARA, CA
Past

January 16, 2014 - December 4, 2015

WREN CAPITAL, LLC

BD
CRD#: 150721
SAN FRANCISCO, CA
Past

March 15, 2012 - May 16, 2012

FCF SECURITIES AND DERIVATIVES LLC

BD
CRD#: 157067
CHICAGO, IL
Past

July 20, 2009 - May 16, 2012

CASEY SECURITIES LLC

BD
CRD#: 35230
GREENBRAE, CA
Past

December 1, 2005 - April 13, 2006

AURUS ADVISORS, INC.

BD
CRD#: 128096
PONTE VEDRA BEACH, FL
Past

February 9, 2004 - June 2, 2005

AURUS ADVISORS, INC.

BD
CRD#: 128096
PONTE VEDRA BEACH, FL
Past

November 24, 2003 - January 29, 2004

HOULIHAN LOKEY ADVISORS, LLC

BD
CRD#: 127835
SAN FRANCISCO, CA
Past

August 6, 2003 - February 2, 2009

SCREAMING EAGLE TRADING, INC.

BD
CRD#: 126125
ORINDA, CA
Past

July 30, 2002 - May 16, 2012

NEW ALBION PARTNERS LLC

BD
CRD#: 119518
NEW YORK, NY
Past

July 11, 2002 - March 4, 2003

NOLLENBERGER CAPITAL PARTNERS INC.

BD
CRD#: 119248
SAN FRANCISCO, CA
Past

February 15, 2002 - November 28, 2006

PROBITAS FUNDS GROUP, LLC

BD
CRD#: 115876
SAN FRANCISCO, CA
Past

October 5, 2001 - April 2, 2002

RMG PARTNERS

BD
CRD#: 113257
RENO, NV
Past

August 17, 2000 - September 4, 2007

TBN SECURITIES, INC.

BD
CRD#: 103773
CAMARILLO, CA
Past

December 16, 1999 - December 18, 2000

BLACKBEARD SECURITIES, LLC

BD
CRD#: 46748
SAN FRANCISCO, CA
Past

August 4, 1998 - December 1, 1998

SAN FRANCISCO SECURITIES, INC.

BD
CRD#: 43629
CANOGA PARK, CA
Past

August 1, 1997 - August 2, 1999

MILESTONE FINANCIAL SERVICES, INC.

BD
CRD#: 43295
BOHEMIA, NY
Past

April 7, 1997 - June 9, 1997

E. WAGNER & ASSOCIATES, INC.

BD
CRD#: 42668
PLEASANTON, CA
Past

November 17, 1995 - April 30, 2012

GOVERNMENT PERSPECTIVES, LLC

BD
CRD#: 39276
LAFAYETTE, CA
Past

July 20, 1995 - February 8, 2000

RIDGEWAY HELMS SECURITIES CORPORATION

BD
CRD#: 38743
SAN FRANCISCO, CA
Past

January 20, 1994 - March 3, 2008

THE SHEMANO GROUP, INC.

BD
CRD#: 35528
SAN FRANCISCO, CA
Past

October 13, 1992 - May 16, 1994

AMERICAL SECURITIES, INC.

BD
CRD#: 28096
SAN FRANCISCO, CA
Past

July 10, 1992 - November 17, 1993

MCLAUGHLIN CAPITAL MARKETS, INC.

BD
CRD#: 29770
HALF MOON BAY, CA
Past

July 3, 1991 - August 19, 1991

HAWAIIAN CAPITAL SECURITIES

BD
CRD#: 28453
Past

January 7, 1991 - January 31, 1992

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

April 30, 1990 - June 2, 1993

PERSONAL FINANCIAL CONSULTANTS SECURITIES CORPORATION

BD
CRD#: 26440
MOUNTAIN VIEW, CA
Past

July 31, 1989 - July 6, 1999

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

June 7, 1989 - September 10, 1990

HOLT & COLLINS

BD
CRD#: 2222
SAN FRANCISCO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/8/2021
General Securities Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SI
STOCKPILE INVESTMENTS, INC.
STOCKPILE INVESTMENTS, INC. | STOCKPILE, INC.

CRD#: 156170 / SEC#: , 8-68772

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


Main Address
679 Toland Place, San Francisco, CA 94124
Mailing Address
548 Market St. Pmb 61216, San Francisco, CA 94104-5401
Phone number
(877) 374-2584
Established
Delaware since 12/10/2010
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 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#
STOCKPILE, INC.SHAREHOLDER
DURETTE, MICHAEL JAMESCHIEF COMPLIANCE OFFICER4935253
DURETTE, MICHAEL JAMESCHIEF EXECUTIVE OFFICER4935253
WHITE, KARYN MARIEPRINCIPAL FINANCIAL OFFICER, FINOP1628494

Disclosures


Regulatory Event1

Red Flags


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

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Company Information


STOCKPILE INVESTMENTS, INC.

CRD#: 156170San Francisco, CA 94108

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