Joseph Paul Applewhite
President/Chief Compliance Officer/Managing MemberApplewhite Financial Planning, PLLCCRD 5481528
About Joseph Paul Applewhite
Joseph Paul Applewhite is listed as President/Chief Compliance 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/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
| Title | President/Chief Compliance Officer/Managing Member |
| Ownership | Under 5% |
| Control person | No |
| Since | 2013 |
Applewhite Financial Planning, PLLC
| Title | Majority Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |