David White

Employer firm

Bakeravenue CRD 132657

$5.09B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 07/2021
  Harvest Financial
  Napa, CA
• 09/2017 → 05/2021
  Meritage Resort And Spa
  Napa, CA
• 06/2018 → 08/2019
  North Capital
  Benicia, CA
• 08/2017 → 04/2018
  Law Offices Of Hall And Rhone
  Benicia, CA
• 09/2013 → 06/2017
  City School
  Sevilla
• 06/2021 → 07/2021
  First Allied Securities, Inc.
  San Diego, CA
• 10/2021 → 06/2024
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2021 → 06/2024
  Pacific Excel Wealth Advisors
  Walnut Creek, CA
• 07/2024 → Present
  Bakeravenue
  San Francisco, CA

Previous Registrations

• 2021-10-15 → 2024-06-14
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-07

Designations

• Certified Financial Planner