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

Brian White

Financial & Tax Architects, LLCindependent RIASt. Louis, Mo IA-onlyIAPD 6834445

Feed of 09/15/2026

Also filed as Brian Alan White

At current firm

0 y

since Sep 3, 2026

In the industry

12 y

since Oct 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Financial & Tax Architects, LLC independent RIA current
since Sep 3, 2026 · St. Louis, Mo
Empower Advisory Group, LLC BD affiliated
Oct 20, 2022 to Feb 4, 2026 · Greenwood Village, Co
Charles Schwab & Co., Inc. national BD
Nov 2, 2021 to Oct 18, 2022 · Tulsa, Ok
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 15, 2019 to Nov 12, 2019 · Norman, Ok
Edward Jones national BD
Jan 5, 2018 to Apr 11, 2019 · Yukon, Ok

Moves

a registration end followed by a registration begin elsewhere

Empower Advisory Group, LLC to Financial & Tax Architects, LLC
left Feb 4, 2026, registered Sep 3, 2026 (211 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Empower Advisory Group, LLC
left Oct 18, 2022, registered Oct 20, 2022 (2 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.
left Nov 12, 2019, registered Nov 2, 2021 (721 days) · Wirehouse to affiliated broker-dealer or bank
Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Apr 11, 2019, registered Apr 15, 2019 (4 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Brian White left Empower Advisory Group, Llc for Financial & Tax Architects, Llc (registered 2026-09-03)
Feb 4, 2026 · Advisor changed firm · fact
Brian White left Charles Schwab & Co., Inc. for Empower Advisory Group, Llc (registered 2022-10-20)
Oct 18, 2022 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address