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David Phipps White

Wfa Of San Diego

San Diego, CA

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Current Employers
Wfa Of San Diego

2251 San Diego Ave Suite B-257, San Diego, CA 92110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-06
  • CA RA
    APPROVED
    Since 2025-02-06

Branch Locations

2251 San Diego Ave Suite B-257, San Diego, CA 92110 • 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
Wheelerfrost Associates, Inc. San Diego CA 04/2011 06/2020
Wfa San Diego, Llc San Diego CA 06/2020 Present
  • 04/2011 → 06/2020
    Wheelerfrost Associates, Inc.
    San Diego, CA
  • 06/2020 → Present
    Wfa San Diego, Llc
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-12-07
S63 Uniform Securities Agent State Law Examination 1983-02-01
  • S65 Uniform Investment Adviser Law Examination
    1992-12-07
  • S63 Uniform Securities Agent State Law Examination
    1983-02-01
Other Names
  • David Phipps White

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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