KW

Kevin M. White

YELLOW CARDINAL CORPORATE FINANCE
Cleveland, OH 44114
Some features on this profile are disabled
CRD#: 2796023
KW

Professional summary


Kevin Michael White, who also goes by Kevin White, K White, is a registered financial professional currently at YELLOW CARDINAL CORPORATE FINANCE, LLC located in Cleveland, Ohio.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1996. Kevin has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin White | K 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.

CRS (Client Relationship Summary) - BD


Click below to view Kevin Michael White's 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®
None

Experience


Current

April 6, 2026 - Present

YELLOW CARDINAL CORPORATE FINANCE, LLC

Office #1: 1215 Superior Ave, Cleveland, OH 44114
BD
CRD#: 135111
Cleveland, OH
Past

January 10, 2022 - October 8, 2024

THE KLEIN GROUP, LLC

BD
CRD#: 46472
NEW YORK, NY
Past

January 21, 2009 - September 30, 2015

WESTERN RESERVE PARTNERS LLC

BD
CRD#: 133158
CLEVELAND, OH
Past

November 29, 1997 - August 15, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 23, 1996 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(4/6/2026)
RR
Kentucky
(4/6/2026)
RR
Michigan
(4/6/2026)
RR
Ohio
(4/6/2026)

Exams


State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/10/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


YC
YELLOW CARDINAL CORPORATE FINANCE, LLC
BRADY WARE CORPORATE FINANCE, LLC | YELLOW CARDINAL CORPORATE FINANCE, LLC

CRD#: 135111 / SEC#: , 8-66894

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
9120 Union Centre Blvd Suite 200, West Chester, OH 45069
Mailing Address
9120 Union Centre Blvd Suite 200, West Chester, OH 45069
Phone number
(513) 603-4046
Established
Ohio since 02/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST FINANCIAL BANCORPOWNER
CORNELL, SHANNON MARIEPRESIDENT AND CCO4746478
GMEINER, THOMAS JUDEFINOP5209167
WARNER, KEITH ANDREWAMLCO5130011

Disclosures


Regulatory Event1

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


YELLOW CARDINAL CORPORATE FINANCE, LLC

CRD#: 135111Cleveland, OH 44114

TRUST BUT VERIFY

Monitor Kevin White

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


BK
Boris KagarlitskiyAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
University Heights, OH
AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
JM
James MagyariAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
RR
Solon, OH
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.