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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

DONALD FRANCIS WHITE

Advisor at COLLABORATIVE WEALTH

Stuart, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 13, 1995 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: COLLABORATIVE WEALTH
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: Oct 7, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Oct 7, 1987
First registration: Feb 13, 1995
Dual registered: no
Other names: DONALD FRANCIS WHITE|DONALD F WHITE|DONALD WHITE|DON WHITE
IAPD individual key: 1347171

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
COLLABORATIVE WEALTH	Independent wealth	Nov 7, 2018	n/a	yes	Stuart, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Mar 4, 2019	no	STUART, FL	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jul 13, 2007	Feb 15, 2018	no	BOCA RATON, FL\|APPLETON, WI\|STUART, FL\|APPLETON, WI	Previous registration
TREASURE COAST FINANCIAL SERVICES	n/a	Apr 27, 1999	Dec 12, 2007	no	STUART, FL	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Feb 13, 1995	Jul 16, 2007	no	STUART, 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
LPL FINANCIAL LLC	COLLABORATIVE WEALTH	Mar 4, 2019	Nov 7, 2018	-117	Firm change after gap	RIA to RIA
INVEST FINANCIAL CORPORATION	LPL FINANCIAL LLC	Feb 15, 2018	Feb 14, 2018	-1	Bulk transfer	Other
TREASURE COAST FINANCIAL SERVICES	INVEST FINANCIAL CORPORATION	Dec 12, 2007	Jul 13, 2007	-152	Firm change after gap	Other
MUTUAL SERVICE CORPORATION	TREASURE COAST FINANCIAL SERVICES	Jul 16, 2007	Apr 27, 1999	-3,002	Firm change after gap	Other

Relationships

Registered with (5)

→ COLLABORATIVE WEALTHRegistered adviserregistration: current employment
Nov 7, 2018 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Mar 4, 2019factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jul 13, 2007 to Feb 15, 2018factForm ADV
→ TREASURE COAST FINANCIAL SERVICESRegistered adviserregistration: previous registration
Apr 27, 1999 to Dec 12, 2007factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Feb 13, 1995 to Jul 16, 2007factForm ADV

Dated events

No dated event names this entity yet.