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.
Feed of 09/14/2026
Also filed as Burt White
At current firm
4 y
since May 2, 2022
In the industry
22 y
since Mar 8, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Carson Group Investing asset manager currentsince May 3, 2022 · Omaha, Ne
- Cwm, LLC BD affiliated currentsince May 2, 2022 · Omaha, Ne
- Fortigent, LLC formerDec 8, 2014 to May 2, 2022 · Boston, Ma
- Nestwise LLC formerOct 15, 2012 to Oct 1, 2013 · Boston, Ma
- Uvest Financial Services Group, Inc. unclassifiedAug 18, 2009 to Dec 31, 2011 · Boston, Ma
- LPL Financial LLC BD affiliatedNov 14, 2007 to May 2, 2022 · Boston, Ma
- Wells Fargo Advisors wirehouseMar 9, 2004 to Nov 13, 2007 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Fortigent, LLC to Cwm, LLCleft May 2, 2022, registered May 2, 2022 (0 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to Uvest Financial Services Group, Inc.left May 2, 2022, registered Aug 18, 2009 (-4640 days) · Other
- Nestwise LLC to Fortigent, LLCleft Oct 1, 2013, registered Dec 8, 2014 (433 days) · channel change inside one enterprise, not a move
- Uvest Financial Services Group, Inc. to Nestwise LLCleft Dec 31, 2011, registered Oct 15, 2012 (289 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Nov 13, 2007, registered Nov 14, 2007 (1 days) · Other
Signals
- George Burton White left Fortigent, Llc for Cwm, Llc (registered 2022-05-02)May 2, 2022 · Advisor changed firm · fact
- George Burton White left Lpl Financial Llc for Uvest Financial Services Group, Inc. (registered 2009-08-18)May 2, 2022 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address