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DW

David L. Whitten

Some features on this profile are disabled
CRD#: 6482535
DW

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.

David Lee Whitten, CFP® was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2015. David had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
CERTIFIED PUBLIC ACCOUNTANT; NON INVESTMENT-RELATED; 190 CAMDEN HILL ROAD, SUITE C, LAWRENCEVILLE, GA 30046; ACCOUNTING AND TAX FIRM; MANAGING MEMBER; 160 HOURS PER MONTH WHICH ALL ARE DURING TRADING HOURS; OPERATE A FULL SERVICE ACCOUNTING AND TAX FIRM. BUILDING LEASING; NON INVESTMENT-RELATED; OWN AND MANAGE TWO SMALL OFFICE BUILDINGS; OWNER; 5 HOURS PER MONTH AND ALL ARE DURING TRADING HOURS; OWN AND MANAGE TWO SMALL OFFICE BUILDINGS WHERE MY OFFICES ARE LOCATED. CAMDEN SQUARE ASSOCIATES, INC. POSITION: Manager NATURE: Commercial Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1999 ADDRESS: 190 Camden Hil Road, Suite C, Lawrenceville GA 30046, United States DESCRIPTION: OWN AND MANAGE TWO SMALL OFFICE BUILDINGS WHERE MY OFFICES ARE LOCATED. LANDLORD OF AN OFFICE BUILDING TO COMMERCIAL BUSINESSES. THERE IS A 40% OWNER, GARY HOLSTAD WHO IS A CLINICAL THERAPIST. MR. HOLSTAD IS NOT A SECURITIES CLIENT. THIS IS AN S-CORPORATION WHERE WE TAKE NO DISTRIBUTIONS OF PROFITS. THE GENTRY GROUP, LTD. POSITION: Managing Director NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1990 ADDRESS: 190 Camden Hill Road, Suite C, Lawrenceville GA 30046, United States DESCRIPTION: Operate a full service accounting and tax firm. We plan for taxes for our clients and prepare required tax returns. We provide bookkeeping services to many of these clients as well as serving as the Registred Agent for Service for many of them. A detailed list of these clients has been sumbited to ProEquities Supervision. FARMERS INSURANCE GROUP POSITION: Appointed agent NATURE: P & C insrurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2015 ADDRESS: 190 Camden Hill Road, Suite E, Lawrenceville GA 30046, United States DESCRIPTION: I am appointed to sell Farmers insurance. I do not directly sell any insurance product.

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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®
CFP®

Certified Financial Planner

Experience

Past

November 15, 2018 - December 31, 2022

GENTRY RETIREMENT PLANNERS

RIA
CRD#: 296773
LAWRENCEVILLE, GA
Past

February 13, 2018 - August 24, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
LAWRENCEVILLE, GA
Past

February 12, 2018 - August 24, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
LAWRENCEVILLE, GA
Past

June 22, 2016 - November 14, 2017

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Lawrenceville, GA
Past

July 21, 2015 - November 14, 2017

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Lawrenceville, GA

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

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/21/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GR
GENTRY RETIREMENT PLANNERS
GENTRY FINANCIAL CORPORATION | GENTRY RETIREMENT PLANNERS

CRD#: 296773 / SEC#:

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Contact information

Main Address
190 Camden Hill Road Suite C, Lawrenceville, GA 30046
Mailing Address
Phone number
(770) 963-4000
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

GENTRY RETIREMENT PLANNERS

CRD#: 296773

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