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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
FL RA APPROVED 2023-05-24
  • FL RA
    APPROVED
    Since 2023-05-24

Branch Locations

1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • 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
OrganizationCityStateFromTo
Minnesota Twins Minneapolis MN 06/2016 03/2019
Windy City Thunderbolts Crestwood IL 04/2019 08/2019
Ravenwood High School Brentwood TN 02/2020 05/2022
Student Murfreesboro TN 08/2019 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 02/2021
Northwestern Mutual Investment Services Llc Franklin TN 11/2020 04/2023
Tre Tn Landon Killan Franklin TN 02/2022 04/2023
Tyler West Franklin TN 02/2022 04/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2023 04/2023
James Patton Franklin TN 02/2023 04/2023
Troy Nunn Franlin TN 02/2023 04/2023
Steven Tucker Greene Franklin TN 02/2023 04/2023
Raymond James Financial Services, Inc. Fort Myers FL 04/2023 Present
Uhler Vertich White Advisors Fort Myers FL 06/2023 Present
  • 06/2016 → 03/2019
    Minnesota Twins
    Minneapolis, MN
  • 04/2019 → 08/2019
    Windy City Thunderbolts
    Crestwood, IL
  • 02/2020 → 05/2022
    Ravenwood High School
    Brentwood, TN
  • 08/2019 → 05/2021
    Student
    Murfreesboro, TN
  • 06/2020 → 02/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2020 → 04/2023
    Northwestern Mutual Investment Services Llc
    Franklin, TN
  • 02/2022 → 04/2023
    Tre Tn Landon Killan
    Franklin, TN
  • 02/2022 → 04/2023
    Tyler West
    Franklin, TN
  • 02/2023 → 04/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2023 → 04/2023
    James Patton
    Franklin, TN
  • 02/2023 → 04/2023
    Troy Nunn
    Franlin, TN
  • 02/2023 → 04/2023
    Steven Tucker Greene
    Franklin, TN
  • 04/2023 → Present
    Raymond James Financial Services, Inc.
    Fort Myers, FL
  • 06/2023 → Present
    Fort Myers, FL
Other Businesses

(1)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: 07/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a client-facing financial planner.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-07
  • S63 Uniform Securities Agent State Law Examination
    2021-01-07
Designations
Other Names
  • Shane Andrew Carrier

View on SEC IAPD

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