Katie White has been an investment adviser representative at Philip James Wealth Management since October 2022, and is not listed among the firm’s executive officers or direct owners.
Philip James Wealth Management, LLC is an Alpharetta, GA firm with $931M under management, 497 clients and 7 advisers across 7 offices, as of its May 2026 filing.
Katie White’s longest registration was 5 years at Wells Fargo Advisors, LLC (2006–2012). Before joining Philip James Wealth Management in 2022, Katie White was registered through Sutton Wealth Advisors, Inc. and Truist Advisory Services, Inc.
- Pgi Wealth ManagementCurrent– present · 4 yearsRiverview, FL · Adviser representative · Firm CRD 297517
- Sutton Wealth Advisors, Inc.– · under a yearTampa, FL · Adviser representative · Firm CRD 145359
- Truist Advisory Services, Inc.– · 1 yearTampa, FL · Adviser representative · Firm CRD 283390
- BB&T Securities, LLC– · 3 yearsRichmond, VA · Adviser representative · Firm CRD 142785
- BB&T Investment Services, Inc.– · 2 yearsTampa, FL · Adviser representative · Firm CRD 33856
- JHS Capital Advisors, LLC– · 2 yearsTampa, FL · Adviser representative · Firm CRD 112097
- Wells Fargo Advisors, LLC– · 5 yearsTampa, FL · Adviser representative · Firm CRD 19616
- Raymond James & Associates, Inc.– · 3 yearsTampa, FL · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Katie White is registered as an investment adviser representative in Florida, since October 2022.
- FloridaSince 3 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 30 July 2004 |
| Series 66 | Uniform Combined State Law Examination | 18 May 2002 |
| Series 7 | General Securities Representative Examination | 29 April 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Katie M White
- CRD
- 3114760
- Firm
- Philip James Wealth Management · CRD 297517
- Office
- Riverview, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Katie White work?
Katie White is an investment adviser representative registered through Philip James Wealth Management, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Katie White a financial advisor?
Yes. Katie White has a current investment-adviser registration in Florida, through Philip James Wealth Management since October 2022.
How many years of experience does Katie White have?
Katie White has 26 years in the financial industry, since August 2000, across 8 adviser firms.
What exams has Katie White passed?
Katie White has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in April 2000. FINRA credited Katie White with the SIE, which began in October 2018.
Where did Katie White work before Philip James Wealth Management?
Before Philip James Wealth Management, Katie White was registered through Sutton Wealth Advisors, Inc., July 2022 to August 2022; Truist Advisory Services, Inc., February 2021 to March 2022; BB&T Securities, LLC, January 2018 to February 2021; BB&T Investment Services, Inc., April 2015 to January 2018; JHS Capital Advisors, LLC, June 2012 to March 2015; Wells Fargo Advisors, LLC, October 2006 to June 2012; Raymond James & Associates, Inc., May 2003 to October 2006.
Where is Katie White based?
Katie White’s registered office is in Riverview, FL.
Is Katie White registered with FINRA?
No. Katie White has no current broker registration.
How can I verify Katie White’s record?
Search CRD 3114760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katie White’s full registration record.