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MW

Mark G. White

Some features on this profile are disabled
CRD#: 4658212
MW

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.

Mark Gregory White, who also goes by Gregory Mark White, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2003. Mark had worked at 1 firm and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gregory Mark 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

September 8, 2003 - June 25, 2014

VALLEY FORGE ASSET MANAGEMENT, LLC

BD
CRD#: 7438
KING OF PRUSSIA, PA

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: 9/5/2003
General Securities Representative Examination

Current Firm

VF
VALLEY FORGE ASSET MANAGEMENT, LLC
PATRIOT ADVISORS | VALLEY FORGE SECURITIES CORPORATION | VALLEY FORGE ASSET MANAGEMENT, LLC | VALLEY FORGE ASSET MANAGEMENT CORP. | SUSQUEHANNA WEALTH MANAGEMENT | RETIREMENT PLAN SERVICES (RPS) | RETIREMENT PLAN SERVICES

CRD#: 7438 / SEC#: 801-25300, 8-17864

BD
Terminated by SEC on 05/29/2016
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Contact information

Main Address
150 S. Warner Rd Suite 200, King Of Prussia, PA 19406
Mailing Address
Phone number
Established
Pennsylvania since 01/01/2014
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

VFAM ADV PART 2A FEBRUARY 2016 (2/5/2016)

Direct owners and executive officers

NamePositionCRD#
BB&T CORPORATIONOWNER
BORN, DONALD LOUISSENIOR VICE PRESIDENT & MANAGER26281
CORACE, FRANK CHARLESSENIOR VICE PRESIDENT & MANAGER53962
CRAM, BRYAN SCOTTMANAGER2723431
FOLLMAN, SR, JOHN PHILIP SRMANAGER4595746
FRANCIS, BERNARD ALLEN JRCEO, PRESIDENT, CHAIRMAN OF THE BOARD710809
GIBBEL, HENRY HERSHBERGERMANAGER4595685
GIBSON, JAMES EDWARDCHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER & MANAGER2682807
HOSTETTER, DREW KEVINMANAGER6311313
MALLOY, KELLY CARTERSENIOR VICE PRESIDENT, SECRETARY1204816
MCCALLUM, JEFFREY SCOTTSENIOR VICE PRESIDENT725576
MERINAR, DENISE KATHLEENHEAD OF VFAM, MANAGER4126939
ROSE, M. ZEVMANAGER4595660
SWALLOW, MICHAEL FRANCISCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT & TREASURER3241109

Disclosures

Regulatory Event3

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

VALLEY FORGE ASSET MANAGEMENT, LLC

CRD#: 7438

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