Steven L. White
Professional summary
Steven Lee White, who also goes by Steve White, is a registered financial professional currently at TEXAKOMA FINANCIAL, INC. located in Plano, Texas.
Steven is registered as a RR (Registered Representative) and started their career in finance in 1996. Steven has worked at 2 firms and has passed the Series 63, SIE and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven Lee White's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2018 - Present
TEXAKOMA FINANCIAL, INC.
Office #1: 5601 Granite Parkway, Suite 800, Plano, TX 75024-6654Office #2: 5601 Granite Parkway Suite 800, Plano, TX 75024June 3, 1996 - December 8, 1997
MID-CONTINENT FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/15/2022)
(3/5/2024)
(7/13/2018)
(9/18/2018)
(4/24/2025)
(11/5/2020)
(2/5/2024)
(7/12/2018)
(5/7/2025)
(5/9/2023)
(5/28/2020)
(10/27/2022)
(6/29/2018)
(10/25/2022)
(7/28/2022)
Exams
FINRA
Current Firm
TEXAKOMA FINANCIAL, INC.
CRD#: 16910 / SEC#: , 8-34706
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KENNEDY, DEAN RICHARD | OWNER/PRINCIPAL | 1268230 |
| BOYD, ROBYN LAUREL | PRINCIPAL FINANCIAL OFFICER | 7570200 |
| KEAVENY, JAMIE MICHAEL | EXECUTIVE VICE PRESIDENT/DIRECTOR/TREASURER | 7137725 |
| LATORRE, STEPHEN JOHN | PRESIDENT/DIRECTOR/SECRETARY | 3009003 |
| MOORE, ASHLEE ELIZABETH | PRINCIPAL OPERATIONS OFFICER | 7907461 |
| MOORE, ASHLEE ELIZABETH | CCO | 7907461 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
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
TEXAKOMA FINANCIAL, INC.
CRD#: 16910Plano, TX 75024-6654TRUST BUT VERIFY
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