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RIA / WealthAdvisor35 years in industry

TIMOTHY BALLARD WHITE

Advisor at VANDERBILT ADVISORY SERVICES

WOODBURY, NY | Mount Pleasant, SC

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Search this name across graphsid dfx:ria:eba229cf-83fe-d5ba-bc9f-5e37f0a6bb72

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2016 to Sep 14, 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: VANDERBILT ADVISORY SERVICES
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: Sep 9, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom 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: Sep 9, 1991
First registration: Jan 6, 2016
Dual registered: no
Other names: TIM WHITE
IAPD individual key: 2155480

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
VANDERBILT ADVISORY SERVICES	Bd affiliated wealth	Feb 17, 2026	n/a	yes	Mount Pleasant, SC\|WOODBURY, NY	Current employment
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	Feb 5, 2020	Feb 9, 2026	no	CHARLOTTE, NC\|Mount Pleasant, SC\|Mount Pleasant, SC	Previous registration
INNOVATION PARTNERS LLC	Independent wealth	Jul 28, 2016	Sep 14, 2020	no	Mount Pleasant, SC\|CHARLOTTE, NC\|CHARLOTTE, NC\|Mount Pleasant, SC	Previous registration
MODERN CAPITAL ADVISORS, LLC	Independent wealth	Jan 6, 2016	Jun 30, 2016	no	MT. PLEASANT, SC\|RALEIGH, NC	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
IP FINANCIAL ADVISORY SERVICES LLC	VANDERBILT ADVISORY SERVICES	Feb 9, 2026	Feb 17, 2026	8	Firm change	RIA to ibd
INNOVATION PARTNERS LLC	IP FINANCIAL ADVISORY SERVICES LLC	Sep 14, 2020	Feb 5, 2020	-222	Firm change after gap	Ibd to RIA
MODERN CAPITAL ADVISORS, LLC	INNOVATION PARTNERS LLC	Jun 30, 2016	Jul 28, 2016	28	Firm change	Other

Relationships

Registered with (4)

→ VANDERBILT ADVISORY SERVICESRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Feb 5, 2020 to Feb 9, 2026factForm ADV
→ INNOVATION PARTNERS LLCRegistered adviserregistration: previous registration
Jul 28, 2016 to Sep 14, 2020factForm ADV
→ MODERN CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2016 to Jun 30, 2016factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
Timothy Ballard White left Ip Financial Advisory Services Llc for Vanderbilt Advisory Services (registered 2026-02-17)
Form ADVobserved 4 days ago