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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)37 years in industry

Robert Ashley White

Advisor at MONEY CONCEPTS ADVISORY SERVICE

PLEASANT HILL, MO | Butte, MT | PALM BEACH GARDENS, FL | SAINT PETERS, MO

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Search this name across graphsid dfx:ria:87d774f1-5b68-43bf-95ae-f28fc529aa2e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2003 to Sep 15, 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: MONEY CONCEPTS ADVISORY SERVICE
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: Apr 7, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 7, 1989
First registration: Mar 6, 2003
Dual registered: yes, broker-dealer
Other names: BOB WHITE
IAPD individual key: 1926824

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
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Sep 24, 2009	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|SAINT PETERS, MO\|PLEASANT HILL, MO\|Butte, MT	Current employment
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	May 16, 2007	Sep 23, 2009	no	SCOTTSDALE, AZ\|PLEASANT HILL, MO	Previous registration
LEGACY FINANCIAL GROUP, INC.	n/a	Aug 3, 2005	Dec 31, 2006	no	OVERLAND PARK, KS	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 1, 2005	May 22, 2007	no	Overland Park, KS\|OVERLAND PARK,, KS	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 25, 2003	Jul 6, 2005	no	OVERLAND PARK, KS	Previous registration
CHOREO, LLC	Independent wealth	Mar 6, 2003	Jun 25, 2003	no	OVERLAND PARK, KS	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
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	MONEY CONCEPTS ADVISORY SERVICE	Sep 23, 2009	Sep 24, 2009	1	Firm change	Other
MML INVESTORS SERVICES, LLC	LEGACY FINANCIAL GROUP, INC.	May 22, 2007	Aug 3, 2005	-657	Firm change after gap	Other
LEGACY FINANCIAL GROUP, INC.	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Dec 31, 2006	May 16, 2007	136	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	MML INVESTORS SERVICES, LLC	Jul 6, 2005	Aug 1, 2005	26	Firm change	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jun 25, 2003	Jun 25, 2003	0	Bulk transfer	Other

Relationships

Registered with (6)

→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: current employment
Sep 24, 2009 to presentfactForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
May 16, 2007 to Sep 23, 2009factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 1, 2005 to May 22, 2007factForm ADV
→ LEGACY FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 3, 2005 to Dec 31, 2006factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 25, 2003 to Jul 6, 2005factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Mar 6, 2003 to Jun 25, 2003factForm ADV

Dated events

No dated event names this entity yet.