Bradford Peter White

Current Employers

10Elms Llp

2506-B East 21St Street, Tulsa, OK 74114 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-10-24

OK RA
APPROVED

Since 2025-10-24

Branch Locations

2506-B East 21St Street, Tulsa, OK 74114 • United States

Sowell Management

5320 Northshore Drive, North Little Rock, AR 72118 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2023-11-09

OK RA
APPROVED

Since 2023-11-09

Branch Locations

Tulsa, OK • United States

5320 Northshore Drive, North Little Rock, AR 72118 • 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
First Allied Securities, Llc	San Diego	CA	06/2015	02/2019
Khp Capital Llc	Tulsa	OK	07/2015	11/2018
First Allied Advisory Services, Inc	Chesterfield	MO	06/2015	02/2019
Hamilton Financial Partners	Tulsa	OK	06/2015	02/2019
United Income, Inc.	Washington	DC	11/2018	07/2019
Red Bell Real Estate	Midvale	UT	09/2017	04/2022
Sageview Advisory Group, Llc	Newport Beach	CA	03/2022	11/2023
Capital One Investing	Mclean	VA	07/2019	04/2022
Willow Oak Wealth	Tulsa	OK	11/2023	Present
Sowell Management	Tulsa	OK	11/2023	Present
10Elms Llp	Tulsa	OK	10/2025	Present

06/2015 → 02/2019

First Allied Securities, Llc

San Diego, CA
07/2015 → 11/2018

Khp Capital Llc

Tulsa, OK
06/2015 → 02/2019

First Allied Advisory Services, Inc

Chesterfield, MO
06/2015 → 02/2019

Hamilton Financial Partners

Tulsa, OK
11/2018 → 07/2019

United Income, Inc.

Washington, DC
09/2017 → 04/2022

Red Bell Real Estate

Midvale, UT
03/2022 → 11/2023

Sageview Advisory Group, Llc

Newport Beach, CA
07/2019 → 04/2022

Capital One Investing

Mclean, VA
11/2023 → Present

Willow Oak Wealth

Tulsa, OK
11/2023 → Present

Sowell Management

Tulsa, OK
10/2025 → Present

10Elms Llp

Tulsa, OK

Previous Registrations

2022-04-14 → 2023-11-08

Creative Planning Institutional Advisors, Llc

Newport Beach, CA

Tulsa, OK
2018-12-06 → 2022-04-14

Capital One Investing, Inc.

Tulsa, OK
2016-05-05 → 2019-02-07

First Allied Advisory Services, Inc.

Tulsa, OK

San Diego, CA
2016-04-22 → 2018-12-14

Khp Capital Llc

Tulsa, OK

Other Businesses

1) TREI, LLC; MANAGING MEMBER; REAL ESTATE RENTAL; START DATE: 10/10/2016; 1 HOUR PER MONTH. 2) Oklahoma Insurance License; investment-related; Tulsa, OK; Licensed insurance agent with lines of authority for accident, health, life, variable life and annuity; starting: 04/11/2016; sale of insurance products for a commission. 3) Willow Oak Wealth; investment-related; Tulsa, OK; investment advisor and principal; Start Date: 11/09/2023; DBA used to provide/market insurance and financial services. Investment advisory services are offered through Sowell Management.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-11-10

S66 Uniform Combined State Law Examination

2015-11-10

View on SEC IAPD