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.
B•••••• A••••• T•••••••••
- Title
- Founder and Presidentreportedwhiteoakwealthpartners.comfirm site, Sep 16, 2026
- Founder
- “F•••••• & P••••••••”reportedwhiteoakwealthpartners.comthe sentence on the bio page
- Boards named
- Healing Transitionsreportedwhiteoakwealthpartners.comphrases on the bio page
- Professional profile
- whiteoakwealthpartners.com/team/brad-turlingtonreportedwhiteoakwealthpartners.comfirm site, Sep 16, 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.
- W•••• O•• W••••• P••••••• independent RIA currentsince Jan 6, 2022 · Raleigh, Nc
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 20, 2016 to Dec 21, 2021 · Raleigh, Nc
- N•• A•••••• S•••••••• L•• formerJul 10, 2015 to Sep 22, 2016 · Raleigh, Nc
- P••••••• F•••••••• S•••••••• I••• BD affiliatedApr 27, 2012 to Jul 27, 2015 · Dallas, Tx
- K••••• A••••••• S•••••••• L•• to W•••• O•• W••••• P•••••••left Dec 21, 2021, registered Jan 6, 2022 (16 days) · Affiliated broker-dealer or bank to a newly registered adviser
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered Apr 20, 2016 (-155 days) · corporate re-registration, not a move
- P••••••• F•••••••• S•••••••• I••• to N•• A•••••• S•••••••• L••left Jul 27, 2015, registered Jul 10, 2015 (-17 days) · Other
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address