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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)44 years in industry

DOUGLAS EDWARD WHITE

Advisor at COMMONWEALTH FINANCIAL NETWORK

Lynnfield, MA | Hampton, NH

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Search this name across graphsid dfx:ria:f67f1a65-83bd-d119-58b2-4ca0cb813ce9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Jun 16, 2001 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: COMMONWEALTH FINANCIAL NETWORK
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Aug 27, 1982
First registration: Jun 16, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 1060807

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
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 12, 2024	n/a	yes	Hampton, NH\|Lynnfield, MA	Current employment
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Apr 7, 2021	Feb 12, 2024	no	BOSTON, MA	Previous registration
WINSLOW WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 5, 2018	Jul 23, 2021	no	BOSTON, MA	Previous registration
WINSLOW WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 8, 2013	Dec 31, 2017	no	BOSTON, MA	Previous registration
MCCARTER PRIVATE WEALTH SERVICES LLC	Independent wealth	Feb 15, 2012	Nov 26, 2022	no	BOSTON, MA	Previous registration
MCCARTER PRIVATE WEALTH SERVICES LLC	Independent wealth	May 23, 2011	Jun 24, 2011	no	BOSTON, MA	Previous registration
WINSLOW, EVANS & CROCKER, INC.	Former SEC adviser	Oct 21, 2008	Apr 13, 2021	no	BOSTON, MA\|BOSTON, MA	Previous registration
DETWILER FENTON & CO.	n/a	Mar 25, 2004	Oct 7, 2008	no	BOSTON, MA\|BOSTON, MA\|BOSTON, MA\|BOSTON, MA	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Jun 16, 2001	Jul 16, 2002	no	BOSTON, MA	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
B. RILEY WEALTH ADVISORS, INC.	COMMONWEALTH FINANCIAL NETWORK	Feb 12, 2024	Feb 12, 2024	0	Firm change	Ibd to ibd
MCCARTER PRIVATE WEALTH SERVICES LLC	WINSLOW WEALTH MANAGEMENT LLC	Nov 26, 2022	Jan 8, 2013	-3,609	Firm change after gap	Other
WINSLOW WEALTH MANAGEMENT LLC	B. RILEY WEALTH ADVISORS, INC.	Jul 23, 2021	Apr 7, 2021	-107	Firm change after gap	RIA to ibd
WINSLOW, EVANS & CROCKER, INC.	MCCARTER PRIVATE WEALTH SERVICES LLC	Apr 13, 2021	May 23, 2011	-3,613	Firm change after gap	Other
DETWILER FENTON & CO.	WINSLOW, EVANS & CROCKER, INC.	Oct 7, 2008	Oct 21, 2008	14	Firm change	Other
J.P. MORGAN SECURITIES INC.	DETWILER FENTON & CO.	Jul 16, 2002	Mar 25, 2004	618	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
166196:115927:MA:2021-07-22	Jul 23, 2021	Apr 7, 2021	BOSTON, MA	Firm change after gap
29686:108191:MA:2021-04-13	Apr 13, 2021	May 23, 2011	BOSTON, MA	Firm change after gap

Relationships

Registered with (7)

→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
Feb 12, 2024 to presentfactForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 7, 2021 to Feb 12, 2024factForm ADV
→ MCCARTER PRIVATE WEALTH SERVICES LLCRegistered adviserregistration: previous registration
Feb 15, 2012 to Nov 26, 2022factForm ADV
→ WINSLOW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 5, 2018 to Jul 23, 2021factForm ADV
→ WINSLOW, EVANS & CROCKER, INC.Registered adviserregistration: previous registration
Oct 21, 2008 to Apr 13, 2021factForm ADV
→ DETWILER FENTON & CO.Registered adviserregistration: previous registration
Mar 25, 2004 to Oct 7, 2008factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Jun 16, 2001 to Jul 16, 2002factForm ADV

Dated events

Occurred
Feb 12, 2024
Advisor changed firm
Douglas Edward White left B. Riley Wealth Advisors, Inc. for Commonwealth Financial Network (registered 2024-02-12)
Form ADVobserved 5 days ago
Occurred
Nov 26, 2022
Advisor changed firm
Douglas Edward White left Mccarter Private Wealth Services Llc for Winslow Wealth Management Llc (registered 2013-01-08)
Form ADVobserved 5 days ago