Nathan David White

Current Employers

Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-12-11

CA RA
APPROVED

Since 2015-12-11

Branch Locations

Alamo, CA • United States

1450 Maria Lane Suite 400, Walnut Creek, CA 94596 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sitzmann Lavis White, Llc	Lafayette	CA	05/2012	01/2020
Lpl Financial, Llc	Lafayette	CA	11/2015	02/2017
Onedigital Investment Advisors, Llc	Overland Park	KS	02/2020	Present
Triad Advisors, Inc.	Norcross	GA	02/2017	12/2022
Resources Investment Advisors Llc	Overland Park	KS	11/2015	02/2020

05/2012 → 01/2020

Sitzmann Lavis White, Llc

Lafayette, CA
11/2015 → 02/2017

Lpl Financial, Llc

Lafayette, CA
02/2020 → Present

Onedigital Investment Advisors, Llc

Overland Park, KS
02/2017 → 12/2022

Triad Advisors, Inc.

Norcross, GA
11/2015 → 02/2020

Resources Investment Advisors Llc

Overland Park, KS

Previous Registrations

2009-04-17 → 2017-01-03

Slw Retirement Plan Advisors

Lafayette, CA
2013-09-03 → 2015-11-18

M Holdings Securities, Inc.

Lafayette, CA

Portland, OR

Walnut Creek, CA

Oakland, CA

Lafayette, CA

Other Businesses

PARK CITY RESIDENCE RENTAL; NOT INVESTMENT-RELATED; ALAMO, CA 94507; OWNER; OPERATOR; 2/1/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; RENTAL OF PERSONAL PROPERTY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-04-16
S63	Uniform Securities Agent State Law Examination	2001-01-16

S65 Uniform Investment Adviser Law Examination

2009-04-16
S63 Uniform Securities Agent State Law Examination

2001-01-16

Other Names

Nate White

View on SEC IAPD