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

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 13, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63|S66

First exam

Jan 13, 1998

First registration

Feb 6, 2017

Dual registered

yes, broker-dealer

Other names

RODNEY WHITE|RODNEY EUGENE WHITE

IAPD individual key

2989732

• Occurred

  Mar 10, 2022
  Advisor changed firm

  Rodney E White left Charles Schwab Investment Advisory, Inc for Morgan Stanley (registered 2026-08-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7acc0d2f-453a-1692-076a-5dcf7a686aa6

First observed

Feb 6, 2017

Last observed

Sep 19, 2026 34 h 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.