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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

JOHN BOYD WHITLEDGE

Advisor at PRIMERICA ADVISORS

TROY, MI | GREENACRES, FL

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Search this name across graphsid dfx:ria:a249df11-915f-56ca-77fc-becf051d3932

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIMERICA ADVISORS
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 24, 1996
First registration: Nov 13, 2002
Dual registered: yes, broker-dealer
Other names: JOHN WHITELEDGE
IAPD individual key: 2717062

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIMERICA ADVISORS	National bd RIA	Oct 26, 2020	n/a	yes	TROY, MI\|GREENACRES, FL	Current employment
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 10, 2017	Nov 2, 2018	no	BOCA RATON, FL	Previous registration
ADVEST, INC.	n/a	Mar 19, 2003	Jan 14, 2004	no	BOCA RATON, FL	Previous registration
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	Former SEC adviser	Nov 13, 2002	Nov 16, 2016	no	BOCA RATON, FL\|BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OPPENHEIMER & CO. INC.	PRIMERICA ADVISORS	Nov 2, 2018	Oct 26, 2020	724	Firm change after gap	Ibd to ibd
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	ADVEST, INC.	Nov 16, 2016	Mar 19, 2003	-4,991	Firm change after gap	Other
ADVEST, INC.	OPPENHEIMER & CO. INC.	Jan 14, 2004	Jan 10, 2017	4,745	Firm change after gap	Other

Relationships

Registered with (4)

→ PRIMERICA ADVISORSRegistered adviserregistration: current employment
Oct 26, 2020 to presentfactForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 10, 2017 to Nov 2, 2018factForm ADV
→ INDEPENDENT PORTFOLIO CONSULTANTS, INC.Registered adviserregistration: previous registration
Nov 13, 2002 to Nov 16, 2016factForm ADV
→ ADVEST, INC.Registered adviserregistration: previous registration
Mar 19, 2003 to Jan 14, 2004factForm ADV

Dated events

No dated event names this entity yet.