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CW

Cynthia S. White

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CRD#: 2004220
CW

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.

Cynthia Shrawder White, who also goes by Cindy Roberts, Cynthia Shrawder Roberts, Cindy Waldo, Cynthia Waldo, Cindy White, was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 1990. Cynthia had worked at 12 firms and has passed the Series 7, Series 24, Series 27 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cindy Roberts | Cynthia Shrawder Roberts | Cindy Waldo | Cynthia Waldo | Cindy White

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

March 4, 2010 - January 14, 2013

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
CHARLOTTE, NC
Past

April 29, 2009 - August 17, 2009

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
CHARLOTTE, NC
Past

February 14, 2008 - February 5, 2009

HALEN CAPITAL

BD
CRD#: 135966
CLEARWATER, FL
Past

August 13, 2003 - May 4, 2006

JONES, BYRD, & ATTKISSON, INC.

BD
CRD#: 36268
ATLANTA, GA
Past

April 18, 2003 - October 25, 2005

ADAMSON BROTHERS INC.

BD
CRD#: 46684
ROCHELLE PARK, NJ
Past

March 31, 2003 - April 29, 2003

MB TRADING

BD
CRD#: 30330
EL SEGUNDO, CA
Past

September 13, 2000 - February 28, 2001

MID ATLANTIC CLEARING & SETTLEMENT CORPORATION

BD
CRD#: 37466
PITTSBURGH, PA
Past

August 24, 2000 - October 11, 2000

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN
Past

October 1, 1998 - March 25, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 5, 1997 - October 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

January 1, 1994 - April 28, 1997

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

March 31, 1992 - September 25, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 26, 1990 - March 31, 1992

NATIONSBANC SECURITIES OF GEORGIA, INC.

BD
CRD#: 315

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 7
Date: 1/20/1990
General Securities Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

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


Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
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#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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


STILLPOINT CAPITAL, LLC

CRD#: 133146

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