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

Sarah Lauren White

LPL Financial LLCBD affiliatedSan Diego, Ca dual registrantIAPD 7224277

Feed of 09/14/2026

Also filed as Sarah Lauren White

At current firm

0 y

since Aug 18, 2026

In the industry

10 y

since Jul 1, 2016 (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

LPL Financial LLC BD affiliated current
since Aug 18, 2026 · York, Pa
Stonebridge Financial Group, LLC independent RIA
Feb 4, 2024 to May 18, 2026 · York, Pa
Osaic Advisory Services, LLC BD affiliated
Jul 10, 2023 to Feb 2, 2024 · Wormleysburg, Pa
Prospera Financial Services, Inc. BD affiliated
Jul 16, 2020 to Jun 29, 2023 · Harrisburg, Pa

Moves

a registration end followed by a registration begin elsewhere

Stonebridge Financial Group, LLC to LPL Financial LLC
left May 18, 2026, registered Aug 18, 2026 (92 days) · RIA to affiliated broker-dealer or bank
Osaic Advisory Services, LLC to Stonebridge Financial Group, LLC
left Feb 2, 2024, registered Feb 4, 2024 (2 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Prospera Financial Services, Inc. to Osaic Advisory Services, LLC
left Jun 29, 2023, registered Jul 10, 2023 (11 days) · RIA to affiliated broker-dealer or bank

Signals

Sarah Lauren White left Stonebridge Financial Group, Llc for Lpl Financial Llc (registered 2026-08-18)
May 18, 2026 · Advisor changed firm · fact
Sarah Lauren White left Osaic Advisory Services, Llc for Stonebridge Financial Group, Llc (registered 2024-02-04)
Feb 2, 2024 · Advisor changed firm · fact
Sarah Lauren White left Prospera Financial Services, Inc. for Osaic Advisory Services, Llc (registered 2023-07-10)
Jun 29, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address