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.
Bruce David White
- Title
- Principalreportedpbwhite.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.
- Phillip B. White Co., Inc independent RIA currentsince Apr 16, 2019 · San Luis Obispo, Ca
- Foothill Securities, Inc. formerDec 12, 2016 to Dec 31, 2016 · Danville, Ca
- Securities America Advisors, Inc. formerDec 8, 2016 to Oct 1, 2019 · Danville, Ca
- Foothill Securities, Inc. formerOct 20, 2008 to Dec 8, 2016 · Santa Clara, Ca
- Associated Securities Corp. unclassifiedJul 8, 2002 to Oct 17, 2008 · Fremont, Ca
- Associated Planners Investment Advisory Inc unclassifiedSep 10, 1993 to Oct 17, 2008 · Fremont, Ca
- Securities America Advisors, Inc. to Foothill Securities, Inc.left Oct 1, 2019, registered Dec 12, 2016 (-1023 days) · Other
- Foothill Securities, Inc. to Phillip B. White Co., Incleft Dec 31, 2016, registered Apr 16, 2019 (836 days) · Other
- Foothill Securities, Inc. to Securities America Advisors, Inc.left Dec 8, 2016, registered Dec 8, 2016 (0 days) · Other · moved with a team
- Associated Planners Investment Advisory Inc to Associated Securities Corp.left Oct 17, 2008, registered Jul 8, 2002 (-2293 days) · Other
- Associated Securities Corp. to Foothill Securities, Inc.left Oct 17, 2008, registered Oct 20, 2008 (3 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
- 48derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address