Joshua D. White

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CRD#: 3273412

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.

Joshua David White was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2002. Joshua had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

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

January 12, 2011 - March 20, 2013

INTEGRITY FINANCIAL CORPORATION

RIA

CRD#: 137125

BELLEVUE, WA

Past

August 13, 2009 - December 11, 2009

INTEGRITY FINANCIAL CORPORATION

RIA

CRD#: 137125

BELLEVUE, WA

Past

December 8, 2006 - February 1, 2007

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

BELLEVUE, WA

Past

January 3, 2002 - October 17, 2005

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

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".

INTEGRITY FINANCIAL CORPORATION

CRD#: 137125 / SEC#: 801-107275

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

California

Registered Investment Advisory firm - (3/18/2016 Terminated)

Florida

Registered Investment Advisory firm - (2/17/2016 Terminated)

Oregon

Registered Investment Advisory firm - (2/17/2016 Terminated)

South Carolina

Registered Investment Advisory firm - (2/17/2016 Terminated)

Washington

Registered Investment Advisory firm - (3/17/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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: 8/11/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/4/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/23/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/2/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRITY FINANCIAL CORPORATION

CRD#: 137125 / SEC#: 801-107275

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

California

Registered Investment Advisory firm - (3/18/2016 Terminated)

Florida

Registered Investment Advisory firm - (2/17/2016 Terminated)

Oregon

Registered Investment Advisory firm - (2/17/2016 Terminated)

South Carolina

Registered Investment Advisory firm - (2/17/2016 Terminated)

Washington

Registered Investment Advisory firm - (3/17/2016 Terminated)

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Contact information

Main Address

680 S. Cache St. Suite 100 - 7403, Jackson, WY 83001

Mailing Address

24955 Pacific Coast Highway Suite B202, Malibu, CA 90265

Phone number

(800) 794-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IFC ADV 2A 3.28.2025 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,825
AUM (Assets Under Management)	$ 680,078,217

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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Firm Stability Insights

Joshua D. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INTEGRITY FINANCIAL CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

INTEGRITY FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2009

Series 63

Date: 2/4/2002

Series 7

Date: 1/23/2007

Series 6

Date: 1/2/2002

Current Firm

INTEGRITY FINANCIAL CORPORATION

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL CORPORATION

TRUST BUT VERIFY

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