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RIA / WealthAdvisor11 years in industry

BRADFORD PETER WHITE

Advisor at SOWELL MANAGEMENT

Tulsa, OK | NORTH LITTLE ROCK, AR

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Search this name across graphsid dfx:ria:2da6f395-c597-6e0a-b252-ccb512d09b2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 22, 2016 to Sep 14, 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: SOWELL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Nov 10, 2015
First registration: Apr 22, 2016
Dual registered: no
IAPD individual key: 6520191

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
10ELMS LLP	Independent wealth	Oct 24, 2025	n/a	yes	Tulsa, OK	Current employment
SOWELL MANAGEMENT	Independent wealth	Nov 9, 2023	n/a	yes	Tulsa, OK\|NORTH LITTLE ROCK, AR	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Apr 14, 2022	Nov 8, 2023	no	Tulsa, OK\|NEWPORT BEACH, CA	Previous registration
CAPITAL ONE INVESTING, INC.	Former SEC adviser	Dec 6, 2018	Apr 14, 2022	no	Tulsa, OK	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	May 5, 2016	Feb 7, 2019	no	Tulsa, OK\|SAN DIEGO, CA	Previous registration
KHP CAPITAL LLC	Former SEC adviser	Apr 22, 2016	Dec 14, 2018	no	TULSA, OK	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
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	SOWELL MANAGEMENT	Nov 8, 2023	Nov 9, 2023	1	Firm change	Other
CAPITAL ONE INVESTING, INC.	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Apr 14, 2022	Apr 14, 2022	0	Firm change	Other
FIRST ALLIED ADVISORY SERVICES, INC.	CAPITAL ONE INVESTING, INC.	Feb 7, 2019	Dec 6, 2018	-63	Firm change after gap	Ibd to RIA
KHP CAPITAL LLC	FIRST ALLIED ADVISORY SERVICES, INC.	Dec 14, 2018	May 5, 2016	-953	Firm change after gap	Other

Relationships

Registered with (6)

→ 10ELMS LLPRegistered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: current employment
Nov 9, 2023 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 14, 2022 to Nov 8, 2023factForm ADV
→ CAPITAL ONE INVESTING, INC.Registered adviserregistration: previous registration
Dec 6, 2018 to Apr 14, 2022factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 5, 2016 to Feb 7, 2019factForm ADV
→ KHP CAPITAL LLCRegistered adviserregistration: previous registration
Apr 22, 2016 to Dec 14, 2018factForm ADV

Dated events

Occurred
Nov 8, 2023
Advisor changed firm
Bradford Peter White left Creative Planning Institutional Advisors, Llc for Sowell Management (registered 2023-11-09)
Form ADVobserved 6 days ago
Occurred
Apr 14, 2022
Advisor changed firm
Bradford Peter White left Capital One Investing, Inc. for Creative Planning Institutional Advisors, Llc (registered 2022-04-14)
Form ADVobserved 6 days ago