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

BFC PLANNING, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Jan 27, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 27, 1994

First registration

Oct 1, 2014

Dual registered

yes, broker-dealer

Other names

BRETT WHITE

IAPD individual key

2379408

• Occurred

  Dec 5, 2025
  Advisor changed firm

  William Rafford White left Moloney Securities Asset Management Llc for Moloney Investment Advisory Llc (registered 2016-04-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8696a91e-07ed-a368-c720-1d35110d497f

First observed

Oct 1, 2014

Last observed

Sep 14, 2026 6 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.