Best Investors Account Sign in
Inactive

Nathaniel J White

Invst, LLC

Indianapolis, IN

Indianapolis, IN

Claim This Profile
Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-07
  • IN RA
    APPROVED
    Since 2025-03-07

Branch Locations

3625 E 96Th St, Indianapolis, IN 46240 • United States

3625 E 96Th Street, Indianapolis, IN 46240 • 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
Invst, Llc Indianapolis IN 01/2024 Present
Spectrum Wealth Management Indianapolis IN 01/2020 01/2024
Oxford Financial Group Carmel IN 02/2017 01/2020
Stifel Indianapolis IN 04/2014 02/2017
  • 01/2024 → Present
    Invst, Llc
    Indianapolis, IN
  • 01/2020 → 01/2024
    Spectrum Wealth Management
    Indianapolis, IN
  • 02/2017 → 01/2020
    Oxford Financial Group
    Carmel, IN
  • 04/2014 → 02/2017
    Stifel
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor