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
Daniel Lee White
Certified Financial Planner
Feed of 09/15/2026
Also filed as Danny Lee White
At current firm
0 y
since Aug 10, 2026
In the industry
20 y
since Mar 6, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Facet independent RIA currentsince Aug 10, 2026 · Glendale, Az
- Charles Schwab & Co., Inc. national BDMay 6, 2021 to Aug 14, 2026 · Phoenix, Az
- Schwab Wealth Advisory, Inc. no RAUMMar 27, 2015 to May 7, 2021 · Phoenix, Az
- Usaa Financial Planning Services formerMar 20, 2013 to Feb 17, 2015 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDJul 19, 2006 to Mar 16, 2010 · Phoenix, Az
- Equitable Advisors, LLC national BDMar 6, 2006 to Jun 20, 2006 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Facetleft Aug 14, 2026, registered Aug 10, 2026 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Schwab Wealth Advisory, Inc. to Charles Schwab & Co., Inc.left May 7, 2021, registered May 6, 2021 (-1 days) · channel change inside one enterprise, not a move
- Usaa Financial Planning Services to Schwab Wealth Advisory, Inc.left Feb 17, 2015, registered Mar 27, 2015 (38 days) · Other
- Charles Schwab & Co., Inc. to Usaa Financial Planning Servicesleft Mar 16, 2010, registered Mar 20, 2013 (1100 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Equitable Advisors, LLC to Charles Schwab & Co., Inc.left Jun 20, 2006, registered Jul 19, 2006 (29 days) · Affiliated broker-dealer or bank to another
Signals
- Daniel Lee White left Charles Schwab & Co., Inc. for Facet (registered 2026-08-10)Aug 14, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address