Best Investors Account Sign in
Inactive

David White

Bakeravenue

San Francisco, CA

Claim This Profile
Current Employers
Bakeravenue

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-11
  • CA RA
    APPROVED
    Since 2024-07-11

Branch Locations

One Embarcadero Center Ste 2530, San Francisco, CA 94111 • 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
Harvest Financial Napa CA 02/2021 07/2021
Meritage Resort And Spa Napa CA 09/2017 05/2021
North Capital Benicia CA 06/2018 08/2019
Law Offices Of Hall And Rhone Benicia CA 08/2017 04/2018
City School Sevilla 09/2013 06/2017
First Allied Securities, Inc. San Diego CA 06/2021 07/2021
J.W. Cole Advisors, Inc. Tampa FL 10/2021 06/2024
Pacific Excel Wealth Advisors Walnut Creek CA 08/2021 06/2024
Bakeravenue San Francisco CA 07/2024 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-07
  • S65 Uniform Investment Adviser Law Examination
    2021-09-07
Designations

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor