# KATIE M WHITE

KATIE M WHITE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with PHILIP JAMES WEALTH MANAGEMENT, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PHILIP JAMES WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/297517) | 2025-12-16 | present | Yes |
| [SUTTON WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/145359) | 2022-07-06 | 2022-08-30 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-02-17 | 2022-03-31 | — |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2018-01-02 | 2021-02-17 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2015-04-13 | 2018-01-02 | — |
| [JHS CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/112097) | 2012-06-12 | 2015-03-27 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2006-10-12 | 2012-06-05 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2003-05-30 | 2006-10-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3114760)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3114760.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.