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Gb White Jr

CRD# 2172995·Registered 1991 - 2017
Previously Registered: Being a previously registered professional could mean that Gb 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.

Professional Summary

Gb White JR, who also goes by Buddy White Jr, Buddy White, G B White Jr, G B White, was a registered financial advisor. Gb was a previously registered financial professional and started their career in finance 1991 - 2017. Gb had worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Buddy White Jr, Buddy White, G B White Jr, G B White

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

35 years in the financial services industry

Current & Past Employments

IFS SECURITIES·CRD# 40375
BD
Greenville, SC
February 23, 2017 - July 6, 2017
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Greenville, SC
June 12, 2013 - February 16, 2017
CAPITAL INVESTMENT GROUP, INC.·CRD# 14752
BD
Greer, SC
November 20, 2007 - June 28, 2013
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Greenville, SC
January 3, 2005 - November 19, 2007
NCF FINANCIAL SERVICES, INC.·CRD# 120471
BD
Durham, NC
September 30, 2002 - January 3, 2005
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
July 1, 1997 - September 30, 2002
ESSEX NATIONAL SECURITIES, LLC·CRD# 25454
BD
Napa, CA
October 7, 1992 - July 1, 1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
New York, NY
October 11, 1991 - August 31, 1992
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
October 11, 1991 - August 31, 1992

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Current Firm

IS
IFS SECURITIES

ALZAID FINANCIAL SERVICES, INC. | INTERNATIONAL FINANCIAL SOLUTIONS, INC. | IFS SECURITIES, INC | IFS SECURITIES | IFS EQUITY | IFS CAPITAL MARKETS | IFS ADVISORY, LLC

CRD#: 40375 / SEC#: 8-49020
BD
Terminated by SEC on 02/28/2020

Contact Information

Established

Pennsylvania since 09/21/1993

Firm Type

Corporation

Fiscal Year End

March

Documents

Direct owners and executive officers

NamePositionCRD#
IFS GROUP, INC.FOREIGN ENTITY/DIRECT OWNER—
MCKENZIE, ALEXYS ULANDOCEO/OWNER2642827
SADLER, JOQUINN THOMASCHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER2817763

Disclosures

Regulatory Event

3

Arbitration

1

Financial

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2017About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1991About the Series 6 exam

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CRS (Client Relationship Summary)

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

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