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.

Current firm

MORRIS FINANCIAL CONCEPTS, INC.

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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 30, 2019

First registration

Sep 20, 2019

Dual registered

no

Other names

NATHAN WHITE

IAPD individual key

7181140

• Occurred

  Jul 10, 2024
  Advisor changed firm

  Nathan Edward White left Wildes Financial Strategies, Inc for Morris Financial Concepts, Inc. (registered 2026-02-11)

  Form ADVobserved 5 days ago
• Occurred

  Apr 16, 2024
  Advisor changed firm

  Nathan Edward White left Independent Advisor Alliance, Llc for Wildes Financial Strategies, Inc (registered 2024-04-17)

  Form ADVobserved 5 days ago
• Occurred

  Aug 15, 2023
  Advisor changed firm

  Nathan Edward White left Coppell Advisory Solutions Llc for Independent Advisor Alliance, Llc (registered 2023-05-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6ae1343c-5b14-9d90-ca44-289be77d882f

First observed

Sep 20, 2019

Last observed

Sep 17, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.