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1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
| FL | RA | APPROVED | 2023-06-12 |
Branch Locations
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-18 |
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