Tiffany J. White
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.
Tiffany Jamella White, who also goes by Jameela White, Jamella White, T. Jamella White, Tiffany J. White, Tiffany Jamella White, was a registered financial professional .
Tiffany is a previously registered financial professional and started their career in finance in 2020. Tiffany had worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 3, 2024 - July 24, 2026
TRUIST ADVISORY SERVICES, INC.
December 3, 2024 - July 24, 2026
TRUIST INVESTMENT SERVICES, INC.
February 24, 2023 - June 10, 2024
WELLS FARGO CLEARING SERVICES, LLC
February 9, 2023 - June 10, 2024
WELLS FARGO CLEARING SERVICES, LLC
October 9, 2020 - January 8, 2023
J.P. MORGAN SECURITIES LLC
March 9, 2020 - October 14, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 3/9/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
