PPrivate Fund Data Log in Join · $37/mo

Joseph Paul Applewhite

President/Chief Compliance Officer/Texas Designated Officer/Managing MemberApplewhite Financial Planning, PLLCCRD 5481528

About Joseph Paul Applewhite

Joseph Paul Applewhite is listed as President/Chief Compliance Officer/Texas Designated Officer/Managing Member at Applewhite Financial Planning, PLLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Joseph Paul Applewhite is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Applewhite Financial Planning, PLLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Paul Applewhite work?

Joseph Paul Applewhite is listed as President/Chief Compliance Officer/Texas Designated Officer/Managing Member at Applewhite Financial Planning, PLLC on SEC Form ADV.

How much of Applewhite Financial Planning, PLLC does Joseph Paul Applewhite own?

Form ADV reports a beneficial ownership band of Under 5%.

Applewhite Financial Planning, PLLC

TitlePresident/Chief Compliance Officer/Texas Designated Officer/Managing Member
OwnershipUnder 5%
Control personNo
Since2013
View Applewhite Financial Planning, PLLC →

Applewhite Financial Planning, PLLC

TitleMajority Shareholder
OwnershipOver 75%
Control personYes
Since2021
View Applewhite Financial Planning, PLLC →