Eileen Ybanez has been an investment adviser representative at B&D White Capital since June 2021, and is not listed among the firm’s executive officers or direct owners.
B&D White Capital Company, LLC is a Lakeway, TX firm with $925M under management, 313 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Eileen Ybanez’s longest registration is the current one, 5 years at B&D White Capital since 2021. Before joining B&D White Capital in 2021, Eileen Ybanez was registered through Retirement Wealth Advisors, LLC and Securian Financial Services, Inc.
- Coyle Capital, LLCCurrent– present · 5 yearsJacksonville, FL · Adviser representative · Firm CRD 173822
- Retirement Wealth Advisors, LLC– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 137658
- Securian Financial Services, Inc.– · under a yearJacksonville, FL · Adviser representative · Firm CRD 15296
- Valic Financial Advisors, Inc.– · 2 yearsJacksonville, FL · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
Eileen Ybanez is registered as an investment adviser representative in Florida, since June 2021.
- FloridaSince 16 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2017 |
| Series 7 | General Securities Representative Examination | 22 July 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 June 2008 |
| Series 66 | Uniform Combined State Law Examination | 4 April 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Eileen Carney Ybanez
- CRD
- 4349434
- Firm
- B&D White Capital · CRD 173822
- Office
- 4230 Pablo Professional Ct, Suite 101, Jacksonville, FL 32224
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Eileen Ybanez work?
Eileen Ybanez is an investment adviser representative registered through B&D White Capital Company, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Eileen Ybanez a financial advisor?
Yes. Eileen Ybanez has a current investment-adviser registration in Florida, through B&D White Capital since June 2021.
How many years of experience does Eileen Ybanez have?
Eileen Ybanez has 17 years in the financial industry, since August 2009, across 4 adviser firms.
What exams has Eileen Ybanez passed?
Eileen Ybanez has passed 5 licensing exams: the Series 66, Series 6, Series 65, Series 7 and Series 63. The earliest, the Series 66, was passed in April 2001. FINRA credited Eileen Ybanez with the SIE, which began in October 2018.
Where did Eileen Ybanez work before B&D White Capital?
Before B&D White Capital, Eileen Ybanez was registered through Securian Financial Services, Inc., August 2017 to November 2017; Valic Financial Advisors, Inc., April 2015 to July 2017.
Where is Eileen Ybanez based?
Eileen Ybanez’s registered office is in Jacksonville, FL.
Is Eileen Ybanez registered with FINRA?
No. Eileen Ybanez has no current broker registration.
How can I verify Eileen Ybanez’s record?
Search CRD 4349434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eileen Ybanez’s full registration record.