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LW

Lisa A. White

MEEDER DISTRIBUTION SERVICES
Dublin, OH 43017-9767
Some features on this profile are disabled
CRD#: 6721580
LW

Professional summary

Lisa Ann White, who also goes by Lisa Ann Burnham, Lisa White, is a registered financial professional currently at MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Lisa is registered as a RR (Registered Representative) and started their career in finance in 2017. Lisa has worked at 4 firms and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lisa Ann Burnham | Lisa 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) - BD

Click below to view Lisa Ann 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

January 21, 2025 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767
BD
CRD#: 36773
Dublin, OH
Past

September 10, 2021 - May 20, 2022

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

May 13, 2021 - September 28, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

March 20, 2017 - March 29, 2021

NATIONWIDE FUND DISTRIBUTORS LLC

BD
CRD#: 25910
Columbus, OH

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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/22/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MD
MEEDER DISTRIBUTION SERVICES, INC.
ADVISER DEALER SERVICES, INC. | WINSTON BROKERAGE, INC. | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER DISTRIBUTION SERVICES, INC. | CHURCHILL SECURITIES, INC. | CHURCHILL BROKERAGE, INC.

CRD#: 36773 / SEC#: , 8-47374

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
6125 Memorial Drive, Dublin, OH 43017-9767
Mailing Address
P.o. Box 7177, Dublin, OH 43017-9767
Phone number
(614) 766-7000
Established
Ohio since 12/27/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MEEDER INVESTMENT MANAGEMENT, INC.DIRECT OWNER
BRAND, TIMOTHY PETERSENIOR VICE PRESIDENT2369282
COOPER, DOUGLAS RICHARDPRESIDENT, SECRETARY AND TREASURER2697549
JENNINGS, DOUGLAS RICHARDCHIEF COMPLIANCE OFFICER6700237

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

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773Dublin, OH 43017-9767

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