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
Barnabas Alexis White
Feed of 09/14/2026
Also filed as Barnabas Alexis White
At current firm
12 y
since Sep 16, 2014
In the industry
25 y
since Dec 29, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Transamerica Retirement Advisors, LLC BD affiliated currentsince Sep 16, 2014 · Acworth, Ga
- Wells Fargo Advisors wirehouseMar 5, 2013 to Sep 18, 2013 · East Point, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 3, 2011 to Jan 2, 2013 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Transamerica Retirement Advisors, LLCleft Sep 18, 2013, registered Sep 16, 2014 (363 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Jan 2, 2013, registered Mar 5, 2013 (62 days) · Wirehouse to wirehouse
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address