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Annika N. White

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CRD#: 1868872
AW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Annika Nina White was a registered financial professional .

Annika is a previously registered financial professional and started their career in finance in 1989. Annika had worked at 11 firms and has passed the Series 65, Series 63, Series 7 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 7, 2009 - December 31, 2012

R.W. TOWT & ASSOCIATES

RIA
CRD#: 128837
LA JOLLA, CA
Past

October 6, 2009 - March 14, 2013

R.W. TOWT & ASSOCIATES

BD
CRD#: 128837
SAN DIEGO, CA
Past

November 10, 2008 - September 15, 2009

QA3 FINANCIAL CORP.

BD
CRD#: 14754
LA JOLLA, CA
Past

June 20, 2008 - August 8, 2008

EMPIRE SECURITIES CORPORATION

BD
CRD#: 2826
EL SEGUNDO, CA
Past

October 3, 2000 - July 31, 2008

ASHTON CAPITAL MANAGEMENT, INC.

BD
CRD#: 26502
LA JOLLA, CA
Past

September 13, 1999 - October 5, 2000

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

March 25, 1999 - September 8, 1999

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

January 12, 1998 - November 30, 1998

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

December 4, 1996 - December 15, 1997

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

February 1, 1995 - November 26, 1996

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

October 2, 1991 - November 15, 1999

ASHTON CAPITAL MANAGEMENT, INC.

BD
CRD#: 26502
SAN DIEGO, CA
Past

August 15, 1990 - September 10, 1991

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

September 8, 1989 - June 15, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 24, 1989 - September 6, 1989

MCGILVRAY & ASSOCIATES, INC.

BD
CRD#: 20679

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


State Security Law Exam
IAR
Series 65
Date: 7/15/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RT
R.W. TOWT & ASSOCIATES
R.W. TOWT & ASSOCIATES

CRD#: 128837 / SEC#: , 8-66182

BD
Cancelled by SEC on 08/12/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/08/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TOWT, RICHARD WARRENPRESIDENT, CFO, DIR.CCO448621
MICHAUD, MICHAEL PATRICKGENERAL SECURITIES PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL863917

Disclosures


Regulatory Event8
Arbitration1

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


R.W. TOWT & ASSOCIATES

CRD#: 128837

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