Timothy P. White

JOHNSON & WHITE WEALTH MANAGEMENT LLC

York, PA 17402

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CRD#: 1913077

Professional summary

Timothy Paul White, CFP® is a registered financial advisor currently at JOHNSON & WHITE WEALTH MANAGEMENT LLC located in York, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Timothy has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 6, Series 53, Series 4, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1)JOHNSON AND WHITE WEALTH MANAGEMENT, LLC;RIA; EST. IN 2014; PRIMARY BUSINESS;ADVISING CLIENT ON ISSUES RELATED TO THEIR WEALTH. 2)NAME OF BUSINESS: GUIDON, LLC. GUIDON IS A NON-INVESTMENT RELATED BUSINESS. ADDRESS: 25 STEEPLE COURT, REINHOLDS, PA 17569. NATURE OF BUSINESS: GUIDON IS A LEADERSHIP TRAINING BUSINESS: WE TAKE LEADERS TO CIVIL WAR BATTLEFIELDS AND TALK ABOUT THE LESSONS LEARNED ON THE BATTLEFIELD AND APPLY THEM TO CURRENT LEADERSHIP CHALLENGES. POSITION: OWNER W/ A FORMER MILITARY PEER. START DATE: STARTING DOING THIS IN APRIL, 2001 AND SET UP THE BUSINESS STRUCTURE IN JULY, 2001. I DEVOTE APPROXIMATELY 5 HOURS PER WEEK ON THIS OUTSIDE OF WORK. MY DUTIES INCLUDE RESEARCHING THE APPROPRIATE BATTLEFIELDS AND DEVELOPING THE LESSONS LEARNED. I AM ALSO INVOLVED IN TALKING TO POTENTIAL GROUPS THAT MIGHT BENEFIT FROM OUR PRESENTATION 3)FARMLAND RENTAL PROPERTY; INVESTMENT RELATED; STEWARTSTOWN, PA; 100% OWNERSHIP WITH SPOUSE; START DATE = 04/18/11; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Paul 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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

June 6, 2014 - Present

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Office #1: 224 St. Charles Way Suite 200, York, PA 17402

RIA

CRD#: 169795

York, PA

Past

May 23, 2014 - January 5, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

York, PA

Past

June 3, 2003 - June 2, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

YORK, PA

Past

October 1, 2000 - June 2, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

YORK, PA

Past

May 8, 1998 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

July 15, 1996 - November 3, 1998

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

February 10, 1992 - September 9, 1996

MERIDIAN SECURITIES, INC.

CRD#: 16468

Past

January 25, 1989 - January 31, 1992

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC | MORAY WEALTH MANAGEMENT, LLC

CRD#: 169795 / SEC#: 801-79746

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/6/2014)

IAR

Texas
(6/27/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/5/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/31/2005

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 6/17/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/11/1991

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/23/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/13/1998

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 8/26/1996

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/19/1995

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 9/25/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC | MORAY WEALTH MANAGEMENT, LLC

CRD#: 169795 / SEC#: 801-79746

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

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Contact information

Main Address

224 St. Charles Way Suite 200, York, PA 17402

Mailing Address

Phone number

(717) 430-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,362
AUM (Assets Under Management)	$ 411,928,943

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.

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Timothy P. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Paul White's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

FIRST CLEARING, LLC

MERIDIAN SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

JOHNSON & WHITE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/1991

Series 63

Date: 1/23/1989

SIE

Date: 1/5/2016

Series 3

Date: 3/31/2005

Series 31

Date: 6/17/2003

Series 7

Date: 1/11/1991

Series 6

Date: 1/23/1989

Series 53

Date: 2/13/1998

Series 4

Date: 8/26/1996

Series 24

Date: 4/19/1995

Series 8

Date: 9/25/1992

Current Firm

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON & WHITE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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