Brevin W. White
Professional summary
Brevin W White, who also goes by Brevin William White, Brevin White, is a registered financial advisor currently at MIO PARTNERS, INC. located in Atlanta, Georgia.
Brevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brevin has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brevin W White's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2025 - Present
MIO PARTNERS, INC.
Office #1: 725 Ponce De Leon Avenue, Atlanta, GA 30306November 8, 2023 - August 20, 2024
BIP WEALTH, LLC
August 22, 2022 - September 11, 2023
TRUIST SECURITIES, INC.
Primary Firm SEC Registration
MIO PARTNERS, INC.
CRD#: 108637 / SEC#: 801-41495
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2025)
Exams
Series 79TO
Date: 8/22/2022
Investment Banking Registered Representative ExaminationCurrent Firm
MIO PARTNERS, INC.
CRD#: 108637 / SEC#: 801-41495
Contact information
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 44,925,740,346 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/26/2023 | ||
| 04/27/2022 |
Red Flags
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