Donald Francis White

Current Employers

Employment History

• 07/1988 → Present
  Treasure Coast Financial Services, Inc.
  Stuart, FL
• 07/2007 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Stuart, FL
• 08/2018 → Present
  Collaborative Wealth
  Stuart, FL

Previous Registrations

• 2018-02-14 → 2019-03-04
  Lpl Financial Llc
  Stuart, FL
• 2007-07-13 → 2018-02-15
  Invest Financial Corporation
  Boca Raton, FL
  Appleton, WI
  Stuart, FL
  Appleton, WI
• 1999-04-27 → 2007-12-12
  Treasure Coast Financial Services
  Stuart, FL
• 1995-02-13 → 2007-07-16
  Mutual Service Corporation
  Stuart, FL

Other Businesses

1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 02/14/2018 - TREASURE COAST FINANCIAL SERVICES, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/1988. 3. 02/14/2018 - LOVE WITHOUT BOUNDARIES INC. - Not Investment Related - At Reported Business Location(s) - Other - TREASURER. 4. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Start Date 09/01/08. 5. 12/20/2018 - Collaborative Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/06/2018 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through Collaborative Wealth, an independent investment advisor firm. I started this business activity on 12/20/2018. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms 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. 6. 2/19/2020 - Collaborative Wealth Treasure Coast - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/22/2019 - 50 Hours Per Month/40 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-28
• S63 Uniform Securities Agent State Law Examination
  1987-10-07

Designations

Other Names

• Donald Francis White
• Donald F White
• Donald White
• Don White