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Current Employers
Uhler Vertich White Advisors

1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-17
FL RA APPROVED 2023-06-12
  • TX RA
    APPROVED
    Since 2024-04-17
  • FL RA
    APPROVED
    Since 2023-06-12

Branch Locations

1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Ft. Myers FL 01/2002 Present
Scott White Advisors, Llc Fort Myers FL 01/2004 08/2023
Uhler Vertich White Advisors, Llc Ft. Myers FL 05/2025 Present
  • 01/2002 → Present
    Raymond James Financial Services, Inc.
    Ft. Myers, FL
  • 01/2004 → 08/2023
    Scott White Advisors, Llc
    Fort Myers, FL
  • 05/2025 → Present
    Uhler Vertich White Advisors, Llc
    Ft. Myers, FL
Previous Registrations
Other Businesses

(1)Name of Business: Scott White Advisors, LLC Address: 1525 Grove Ave, Fort Myers, FL, 33901, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that exists until the final payment for Scott White Advisors is received from its May 18, 2023 sale. During this period the only function of the LLC will be receive payments from the sale, make disbursements to the owner and submit IRS required filings. Once the final payment is received, all funds will be distributed to the owner and the LLC will be terminated. (2)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Sq Blvd Ste 103, Fort Myers, FL, 33919, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/09/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell Long Term Care Insurance, Non-Variable Life Insurance and Non-Variable Annuities (3)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I provide a range of financial planning services through this support organization. These services include reviewing estate planning, long-term care needs, causality insurance coverage, tax returns, investment advice, and legacy planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-03-15
S63 Uniform Securities Agent State Law Examination 1992-12-18
  • S65 Uniform Investment Adviser Law Examination
    1993-03-15
  • S63 Uniform Securities Agent State Law Examination
    1992-12-18
Designations
Other Names
  • Scott White

View on SEC IAPD

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