Leland R White

955,800 advisory clients

Reported services (Item 5G)

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

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Scottrade Investment	Fort Worth	TX	01/2017	02/2018
Td Ameritrade, Inc.	Garland	TX	02/2018	01/2021
Td Ameritrade Investment Management, Llc	Omaha	NE	02/2018	12/2020
Scottrade	Fort Worth	TX	02/2016	01/2018
J.P. Morgan Chase Bank, N.A.	Dallas	TX	01/2021	02/2021
J.P. Morgan Securities, Llc	Dallas	TX	01/2021	02/2021
Scottrade, Inc.	Fort Worth	TX	02/2016	02/2018
Td Ameritrade	Fort Worth	TX	02/2021	12/2022
Charles Schwab & Co., Inc.	Fort Worth	TX	12/2022	Present
Charles Schwab Bank, Ssb	Fort Worth	TX	07/2024	Present

2021-03-03 → 2023-09-07

Td Ameritrade Investment Management, Llc

Fort Worth, TX
2021-03-03 → 2022-10-14

Td Ameritrade, Inc.

Fort Worth, TX

Omaha, NE
2021-01-12 → 2021-02-24

J.P. Morgan Securities Llc

Dallas, TX

Dallas, TX
2018-02-27 → 2021-01-11

Td Ameritrade, Inc.

Garland, TX

Frisco, TX
2018-02-26 → 2020-12-31

Td Ameritrade Investment Management, Llc

Omaha, NE

Garland, TX

Frisco, TX

Frisco, TX
2017-01-25 → 2018-02-26

Scottrade Investment Management

Saint Louis, MO
2011-01-25 → 2016-02-12

Td Ameritrade, Inc.

Westlake, TX
2011-01-25 → 2016-02-12

Td Ameritrade Investment Management, Llc

Ft Worth, TX
2009-11-12 → 2011-01-18

Capital One Financial Advisors Llc

Southlake, TX

Melville, NY

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-11-12
S65	Uniform Investment Adviser Law Examination	2000-03-29

Nearby Firms