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Advisor at UHLER VERTICH WHITE ADVISORS
FORT MYERS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UHLER VERTICH WHITE ADVISORS | Independent wealth | Jun 12, 2023 | n/a | yes | FORT MYERS, FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 14, 2009 | Mar 7, 2013 | no | FORT MYERS, FL | Previous registration |
| SCOTT WHITE ADVISORS, LLC | Former SEC adviser | Apr 24, 2006 | Aug 7, 2023 | no | FORT MYERS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCOTT WHITE ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 7, 2023 | Sep 14, 2009 | -5,075 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | UHLER VERTICH WHITE ADVISORS | Mar 7, 2013 | Jun 12, 2023 | 3,749 | Firm change after gap | Other |