Bruce David White

Employer firm

Phillip B. White Co., Inc CRD 300623

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/1978 → Present
  Phillip B White Co.- Insurance Sales
  Fremont, CA
• 10/2008 → 12/2016
  Foothill Securities, Inc.
  Fremont, CA
• 12/2016 → Present
  Securities America, Inc.
  Danville, CA
• 12/2016 → Present
  Securities America Advisors, Inc.
  Danville, CA

Previous Registrations

• 2016-12-08 → 2019-10-01
  Securities America Advisors, Inc.
  Danville, CA
• 2016-12-12 → 2016-12-31
  Foothill Securities, Inc.
  Danville, CA
• 2008-10-20 → 2016-12-08
  Foothill Securities, Inc.
  Santa Clara, CA
  Fremont, CA
  Danville, CA
  Santa Clara, CA
  Santa Clara, CA
• 2002-07-08 → 2008-10-17
  Associated Securities Corp.
  Fremont, CA
  Eureka, CA
  Walnut Creek, CA
• 1993-09-10 → 2008-10-17
  Associated Planners Investment Advisory Inc
  Fremont, CA

Other Businesses

PHILLIP B WHITE CO POSITION: Owner/CEO NATURE: It is an independant insurance brokerage conducting business in CA only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1982 ADDRESS: 4125 Blackhawk Plaza Cr #203, Danville CA 94506 DESCRIPTION: 90% of business is personal lines property & casualty insurance and the remainder is life/disability. I supervise this business. SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE 12/2016 LOCATED AT 4125 BLACKHAWK PLAZA CIR, STE. 203; DANVILLE, CA 94506

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-16

Designations

• Certified Financial Planner