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

Brant Judson White

Wells Fargo AdvisorswirehouseBirmingham, Al dual registrantIAPD 7553958

Feed of 09/14/2026

Also filed as Brant White

At current firm

2 y

since Jul 15, 2024

In the industry

18 y

since Jul 1, 2008 (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

Wells Fargo Advisors wirehouse current
since Jul 15, 2024 · Birmingham, Al
Navy Federal Investment Services, LLC BD affiliated
Jan 9, 2024 to Jun 27, 2024 · Pensacola, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 14, 2023 to Jan 2, 2024 · Fairhope, Al
Wells Fargo Advisors wirehouse
Sep 6, 2022 to Dec 14, 2022 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

Navy Federal Investment Services, LLC to Wells Fargo Advisors
left Jun 27, 2024, registered Jul 15, 2024 (18 days) · Affiliated broker-dealer or bank to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Navy Federal Investment Services, LLC
left Jan 2, 2024, registered Jan 9, 2024 (7 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 14, 2022, registered Feb 14, 2023 (62 days) · Wirehouse to wirehouse

Signals

Brant Judson White left Navy Federal Investment Services, Llc for Wells Fargo Advisors (registered 2024-07-15)
Jun 27, 2024 · Advisor changed firm · fact
Brant Judson White left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Navy Federal Investment Services, Llc (registered 2024-01-09)
Jan 2, 2024 · Advisor changed firm · fact
Brant Judson White left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-02-14)
Dec 14, 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: Wirehousederived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address