DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Quentin Bradley White

LPL Financial LLCBD affiliatedAbilene, Txdual registrantIAPD 1365624

Feed of 09/14/2026

Also filed as Brad White

At current firm

1 y

since Jul 10, 2025

In the industry

41 y

since May 4, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jul 10, 2025 · Abilene, Tx
Next Financial Group, Inc. former
Mar 24, 2023 to Jul 10, 2025 · Abilene, Tx
Commonwealth Financial Network national BD
Mar 7, 2017 to Mar 24, 2023 · Abilene, Tx
Sagepoint Financial, Inc. former
Oct 31, 2005 to Apr 21, 2009 · Phoenix, Az
Sunamerica Securities, Inc. unclassified
May 1, 1996 to Oct 31, 2005 · Midland, Tx

Moves

a registration end followed by a registration begin elsewhere

Next Financial Group, Inc. to LPL Financial LLC
left Jul 10, 2025, registered Jul 10, 2025 (0 days) · corporate re-registration, not a move
Commonwealth Financial Network to Next Financial Group, Inc.
left Mar 24, 2023, registered Mar 24, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Sagepoint Financial, Inc. to Commonwealth Financial Network
left Apr 21, 2009, registered Mar 7, 2017 (2877 days) · Other
Sunamerica Securities, Inc. to Sagepoint Financial, Inc.
left Oct 31, 2005, registered Oct 31, 2005 (0 days) · corporate re-registration, not a move

Signals

Quentin Bradley White left Commonwealth Financial Network for Next Financial Group, Inc. (registered 2023-03-24)
Mar 24, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address