Charles Arthur White

Current Employers

Employment History

• 07/2019 → 10/2019
  Summit Springs, Inc.
  Ferrum, VA
• 10/2016 → 07/2019
  Boy Scouts Of America, Blue Ridge Mountains Council
  Roanoke, VA
• 01/2014 → 09/2016
  Boy Scouts Of America, Old North State Council
  Greensboro, NC
• 10/2019 → 06/2020
  Axa Advisors Llc
  New York, NY
• 10/2019 → 03/2021
  Equitable Advisors, Llc
  New York, NY
• 03/2021 → Present
  Lpl Financial Llc
  Roanoke, VA
• 03/2021 → Present
  Independent Advisor Alliance
  Roanoke, VA

Previous Registrations

• 2020-05-19 → 2021-03-30
  Equitable Advisors, Llc
  Roanoke, VA
  Richmond, VA
  Roanoke, VA

Other Businesses

1. 3/29/2021 - BASS FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 4/7/2021 - INDEPENDENT ADVISOR ALLIANCE - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/2021 - 80 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/19/2021 - SUMMIT SPRINGS INC - Not Investment Related - At Reported Business Location(s) - For-Profit Board Member - Start Date: 01/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 4. 05/24/2022 - Independent Advisor Alliance - DBA: BASS FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 04/29/2021 - 40 Hours Per Month/ 32 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/11/2022 - Charles A White, Inc - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 09/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-11

Other Names

• Chip White