Ryan Whiteman is a registered investment advisor, based in Miami, FL, with 15 years of industry experience.
Location
200 S Biscayne Blvd, 7th & 8th Floors, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is the owner of Tupeloaks Farm LLC, created for tax reporting, and an investment advisor at Provenance Wealth Advisors LLC, dedicating about a quarter of his time to financial planning. He also works as a non-variable insurance agent and receives referral fees for directing business to a CPA firm.
Employment History
Current Registrations
Pwa Securities, LLCBroker
Provenance Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.