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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••• M• W••••
- Professional profile
- linkedin.com/in/katie-m-white-cfp%C2%AE-6612974areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•• W••••• M••••••••• independent RIA currentsince Dec 16, 2025 · Riverview, Fl
- S••••• W••••• A•••••••• I••• formerJul 6, 2022 to Aug 30, 2022 · Tampa, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedFeb 17, 2021 to Mar 31, 2022 · Atlanta, Ga
- B••• S••••••••• L•• formerJan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
- B••• I••••••••• S•••••••• I••• formerApr 13, 2015 to Jan 2, 2018 · Charlotte, Nc
- J•• C•••••• A•••••••• L•• formerJun 12, 2012 to Mar 27, 2015 · Tampa, Fl
- W•••• F•••• A••••••• wirehouseOct 12, 2006 to Jun 5, 2012 · Tampa, Fl
- R•••••• J•••• • A••••••••• I••• national BDMay 30, 2003 to Oct 13, 2006 · Tampa, Fl
- S••••• W••••• A•••••••• I••• to P•• W••••• M•••••••••left Aug 30, 2022, registered Dec 16, 2025 (1204 days) · RIA to RIA
- T••••• A••••••• S•••••••• I••• to S••••• W••••• A•••••••• I•••left Mar 31, 2022, registered Jul 6, 2022 (97 days) · Affiliated broker-dealer or bank to independent RIA
- B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- J•• C•••••• A•••••••• L•• to B••• I••••••••• S•••••••• I•••left Mar 27, 2015, registered Apr 13, 2015 (17 days) · Other
- W•••• F•••• A••••••• to J•• C•••••• A•••••••• L••left Jun 5, 2012, registered Jun 12, 2012 (7 days) · Other
- R•••••• J•••• • A••••••••• I••• to W•••• F•••• A•••••••left Oct 13, 2006, registered Oct 12, 2006 (-1 days) · Affiliated broker-dealer or bank to wirehouse
- K•••• M• W•••• left S••••• W••••• A•••••••• I••• for P•• W••••• M••••••••• (registered 2025-12-16)Aug 30, 2022 · Advisor changed firm · fact
- K•••• M• W•••• left T••••• A••••••• S•••••••• I••• for S••••• W••••• A•••••••• I••• (registered 2022-07-06)Mar 31, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address