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
Bobby Ray Trust White
Feed of 09/14/2026
Also filed as Bobby Ray White
At current firm
15 y
since Aug 8, 2011
In the industry
28 y
since Sep 4, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Rfg Advisory, LLC independent RIA currentsince Aug 8, 2011 · Vestavia Hills, Al
- LPL Financial LLC BD affiliatedAug 20, 2015 to Dec 23, 2016 · Birmingham, Al
- Securities America Advisors, Inc. formerJun 28, 2004 to Aug 8, 2011 · Birmingham, Al
- Osaic Fa, Inc. formerJan 7, 2004 to Jun 30, 2004 · Birmingham, Al
- Veravest Investment Advisors, Inc. unclassifiedMay 3, 1999 to Dec 19, 2003 · Birmingham, Al
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to no registered destinationleft Dec 23, 2016 · Departure, no registered destination
- Securities America Advisors, Inc. to Rfg Advisory, LLCleft Aug 8, 2011, registered Aug 8, 2011 (0 days) · Other
- Osaic Fa, Inc. to Securities America Advisors, Inc.left Jun 30, 2004, registered Jun 28, 2004 (-2 days) · Other
- Veravest Investment Advisors, Inc. to Osaic Fa, Inc.left Dec 19, 2003, registered Jan 7, 2004 (19 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address