Matthew Blaise White

Current Employers

Employment History

• 04/1998 → 09/2025
  Avantax Investment Services, Inc.
  Baytown, TX
• 08/1987 → 12/2020
  Prairie Oaks Partners, Ltd.
  Baytown, TX
• 05/1991 → Present
  Self Employed
  Baytown, TX
• 04/2026 → Present
  Epp, Llc
  Dallas, TX
• 05/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Baytown, TX
• 05/2025 → Present
  True North Private Wealth Partners, Llc
  Baytown, TX
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-07-20 → 2025-09-08
  Avantax Advisory Services
  Baytown, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1) Tiller & Company PC, CPAs 300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Tax Preparation/Accounting Other 1/1/1993 10hrs~10hrs Prepare and review a limited number of tax returns. Meet with clients, provide tax consulting services to firm clients, provide technical tax assistance to firm's employees. 2) M. White Financial Services 1300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Tax Preparation/Accounting Owner/Sole Proprietor 6/25/2003 2hrs~0hrs Tax preparation 3) Baytown Christian Foundation 1300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Other Vice President 1/1/2007 1hrs~0hrs Charitable Foundation supporting Christian Education 4) Matthew White 1300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Independent Insurance Agent Insurance Sales Agent 5/24/2005 1hrs~1hrs sale of insurance based products 5) WHITE SUPPLY CO, LLC POSITION: Owner NATURE: Entity formed for the purpose of buying direct from manufacturers for items related to home renovation and potentially for future rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2018; ADDRESS: 3702 Binkley Avenue, Dallas TX 75205, United States; DESCRIPTION: Owner. 6) TRUE NORTH PRIVATE WEALTH PARTNERS, LLC POSITION: Member/Owner NATURE: The entity, M. White Financial Services, LLC, is undergoing a name change. All Avantax related activity will be conducted through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 1300 Rollingbrook Drive, Suite 603, Baytown TX 77521, United States DESCRIPTION: Responsible for managing client relationships and operation activity. Same as currently doing for M. White Financial Services. This is only to report a name change. 7) NAME OF OTHER BUSINESS: SMU ALUMNI BOARD; INVESTMENT RELATED: NO ADDRESS: 6425 BOAZ LANE, DALLAS, TX 75205; NATURE OF BUSINESS: BOARD; START DATE: 6/1/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER AT VARIOUS EVENTS; 8) NAME OF OTHER BUSINESS: EPP. LLC; INVESTMENT RELATED: NO; ADDRESS: 3702 BINKLEY AVE DALLAS, TX 75205; NATURE OF BUSINESS: PERSONAL REAL STATE; START DATE: 4/23/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE FOR PERSONAL INVESTMENT.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-22

Designations

Other Names

• Matthew Blaise White