Gabriel White

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2021 → 05/2024
  Td Ameritrade, Inc.
  Southlake, TX
• 08/2019 → 05/2021
  Einstein Moving Company
  Dallas, TX
• 07/2019 → 08/2019
  Vssi
  Fort Worth, TX
• 01/2019 → 07/2019
  Prologistix
  Fort Worth, TX
• 12/2018 → 02/2019
  Taco Bell
  Fort Worth, TX
• 03/2018 → 04/2018
  Career Adventures
  Shreveport, LA
• 07/2018 → 09/2018
  Jean Simpson
  Shreveport, LA
• 07/2017 → 07/2018
  City Of Bossier
  Bossier, LA
• 01/2017 → 07/2017
  Vintage Realty
  Shreveport, LA
• 12/2016 → 01/2017
  Ups
  Natchitoches, LA
• 08/2016 → 10/2016
  Taco Bell
  Natchitoches, LA
• 08/2012 → 12/2016
  Northwestern State University
  Natchitoches, LA
• 05/2024 → 04/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 04/2022 → 01/2025
  Firefighting Finest Moving Storage
  Fort Worth, TX
• 11/2018 → 11/2018
  Johnnys Pizza House
  Shreveport, LA
• 05/2025 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2024-07-29 → 2025-04-02
  Charles Schwab & Co., Inc.
  Westlake, TX
  Fort Worth, TX
  North Richland Hills, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-03-06
• S63 Uniform Securities Agent State Law Examination
  2021-11-09

Other Names

• Gabriel White
• Gabriel Jordan White